Evernest Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Evernest Financial Advisors, LLC

  • $219 Million
  • Q2 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,431 shares of VTEB stock, worth $891,595. This represents 0.4% of its overall portfolio holdings.

Number of Shares
17,431
Previous 19,075 8.62%
Holding current value
$891,595
Previous $953 Million 99.91%
% of portfolio
0.4%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$49.55 - $50.44 $81,460 - $82,923
-1,644 Reduced 8.62%
17,431 $873,000
Q1 2024

May 10, 2024
BUY
$50.36 - $51.06 $323,009 - $327,498
6,414 Added 50.66%
19,075 $953 Million
Q4 2023

May 10, 2024
SELL
$47.36 - $51.14 $427,518 - $461,640
-9,027 Reduced 47.32%
10,048 $513 Million
Q4 2021

Feb 13, 2024
BUY
$54.5 - $55.03 $690,024 - $696,734
12,661 New
12,661 $641 Million

Others Institutions Holding VTEB

# of Institutions
1,142
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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