Omni 360 Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 5,798 shares of VTEB stock, worth $289,784. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,798

Previous 5,453 6.33%

Holding current value

$289,784

Previous $271 Million 5.06%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$48.13 - $49.85 $16,604 - $17,198	345 Added 6.33%	5,798 $284 Million
Q1 2025 Apr 30, 2025	SELL	$49.25 - $50.66 $297,617 - $306,138	-6,043 Reduced 52.57%	5,453 $271 Million
Q4 2024 Feb 14, 2025	BUY	$49.79 - $51.14 $233,714 - $240,051	4,694 Added 69.01%	11,496 $576 Million
Q3 2024 Oct 24, 2024	BUY	$49.93 - $51.15 $30,906 - $31,661	619 Added 10.01%	6,802 $348 Million
Q2 2024 Jul 19, 2024	BUY	$49.55 - $50.44 $5,896 - $6,002	119 Added 1.96%	6,183 $310 Million
Q1 2024 Apr 19, 2024	BUY	$50.36 - $51.06 $1,611 - $1,633	32 Added 0.53%	6,064 $307 Million
Q4 2023 Feb 08, 2024	BUY	$47.36 - $51.14 $285,675 - $308,476	6,032 New	6,032 $308 Million

Others Institutions Holding VTEB

# of Institutions

1,332

Shares Held

561M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account

Omni 360 Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History