Accurate Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Accurate Wealth Management, LLC

$581 Million
Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 12,482 shares of VTEB stock, worth $606,500. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,482

Previous 13,351 6.51%

Holding current value

$606,500

Previous $661,000 7.56%

% of portfolio

0.11%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$48.13 - $49.85 $41,824 - $43,319	-869 Reduced 6.51%	12,482 $611,000
Q1 2025 Apr 14, 2025	BUY	$49.25 - $50.66 $217,832 - $224,069	4,423 Added 49.54%	13,351 $661,000
Q4 2024 Jan 14, 2025	SELL	$49.79 - $51.14 $149 - $153	-3 Reduced 0.03%	8,928 $447,000
Q3 2024 Oct 17, 2024	SELL	$49.93 - $51.15 $12,732 - $13,043	-255 Reduced 2.78%	8,931 $456,000
Q1 2024 Apr 22, 2024	BUY	$50.36 - $51.06 $19,237 - $19,504	382 Added 4.34%	9,186 $464,000
Q4 2023 Jan 12, 2024	SELL	$47.36 - $51.14 $205,731 - $222,152	-4,344 Reduced 33.04%	8,804 $449,000
Q3 2023 Oct 23, 2023	SELL	$48.03 - $50.5 $1.28 Million - $1.34 Million	-26,559 Reduced 66.89%	13,148 $632,000
Q2 2023 Jul 24, 2023	SELL	$49.5 - $51.06 $38,709 - $39,928	-782 Reduced 1.93%	39,707 $1.99 Million
Q1 2023 Apr 13, 2023	SELL	$49.32 - $51.02 $10,554 - $10,918	-214 Reduced 0.53%	40,489 $2.05 Million
Q4 2022 Jan 11, 2023	BUY	$47.5 - $50.06 $1.93 Million - $2.04 Million	40,703 New	40,703 $0

Others Institutions Holding VTEB

# of Institutions

1,338

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Accurate Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History