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

Accurate Wealth Management, LLC

$464 Million
Q3 2024

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 8,931 shares of VTEB stock, worth $451,729. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,931

Previous 9,186 2.78%

Holding current value

$451,729

Previous $460,000 0.87%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,175

Shares Held

508M

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