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

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

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 372,700 shares of VTEB stock, worth $18.7 Million. This represents 7.87% of its overall portfolio holdings.

Number of Shares

372,700

Previous 365,434 1.99%

Holding current value

$18.7 Million

Previous $18.6 Billion 2.21%

% of portfolio

7.87%

Previous 8.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

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