Aletheian Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 36,895 shares of VTEB stock, worth $1.85 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

36,895

Previous 37,750 2.26%

Holding current value

$1.85 Million

Previous $1.89 Million 0.26%

% of portfolio

1.15%

Previous 1.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$49.93 - $51.15 $42,690 - $43,733	-855 Reduced 2.26%	36,895 $1.89 Million
Q2 2024 Jul 26, 2024	SELL	$49.55 - $50.44 $147,906 - $150,563	-2,985 Reduced 7.33%	37,750 $1.89 Million
Q1 2024 Apr 15, 2024	SELL	$50.36 - $51.06 $33,237 - $33,699	-660 Reduced 1.59%	40,735 $2.06 Million
Q4 2023 Jan 05, 2024	BUY	$47.36 - $51.14 $582,291 - $628,766	12,295 Added 42.25%	41,395 $2.11 Million
Q3 2023 Oct 04, 2023	BUY	$48.03 - $50.5 $155,761 - $163,771	3,243 Added 12.54%	29,100 $1.4 Million
Q2 2023 Jul 13, 2023	SELL	$49.5 - $51.06 $29,254 - $30,176	-591 Reduced 2.23%	25,857 $1.3 Million
Q1 2023 May 11, 2023	SELL	$49.32 - $51.02 $509,968 - $527,546	-10,340 Reduced 28.11%	26,448 $1.34 Million
Q4 2022 Jan 17, 2023	SELL	$47.5 - $50.06 $2,897 - $3,053	-61 Reduced 0.17%	36,788 $0
Q3 2022 Oct 14, 2022	SELL	$48.11 - $51.14 $268,501 - $285,412	-5,581 Reduced 13.15%	36,849 $1.77 Million
Q2 2022 Jul 11, 2022	BUY	$49.13 - $51.51 $1.6 Million - $1.68 Million	32,639 Added 333.36%	42,430 $2.12 Million
Q1 2022 Apr 18, 2022	BUY	$51.44 - $54.88 $503,649 - $537,330	9,791 New	9,791 $505,000

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
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Aletheian Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History