Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Luminvest Wealth Management LLC

$243 Billion
Q1 2025

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 375,484 shares of VTEB stock, worth $18.3 Million. This represents 7.68% of its overall portfolio holdings.

Number of Shares

375,484

Previous 435,437 13.77%

Holding current value

$18.3 Million

Previous $21.8 Billion 14.65%

% of portfolio

7.68%

Previous 8.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$49.25 - $50.66 $2.95 Million - $3.04 Million	-59,953 Reduced 13.77%	375,484 $18.6 Billion
Q4 2024 Jan 28, 2025	BUY	$49.79 - $51.14 $3.12 Million - $3.21 Million	62,737 Added 16.83%	435,437 $21.8 Billion
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $362,791 - $371,655	7,266 Added 1.99%	372,700 $19 Billion
Q2 2024 Oct 30, 2024	BUY	$49.55 - $50.44 $1.2 Million - $1.23 Million	24,304 Added 7.12%	365,434 $18.6 Billion
Q1 2024 Oct 30, 2024	SELL	$50.36 - $51.06 $659,162 - $668,324	-13,089 Reduced 3.7%	341,130 $17.4 Billion
Q4 2023 Oct 30, 2024	BUY	$47.36 - $51.14 $16.8 Million - $18.1 Million	354,219 New	354,219 $18 Billion

Others Institutions Holding VTEB

# of Institutions

1,331

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Luminvest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History