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

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 165,111 shares of VTEB stock, worth $8.08 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
165,111
Previous 126,446 30.58%
Holding current value
$8.08 Million
Previous $6.34 Million 29.25%
% of portfolio
1.12%
Previous 1.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$49.25 - $50.66 $1.9 Million - $1.96 Million
38,665 Added 30.58%
165,111 $8.19 Million
Q4 2024

Jan 10, 2025
BUY
$49.79 - $51.14 $824,970 - $847,338
16,569 Added 15.08%
126,446 $6.34 Million
Q3 2024

Oct 07, 2024
SELL
$49.93 - $51.15 $168,563 - $172,682
-3,376 Reduced 2.98%
109,877 $5.62 Million
Q2 2024

Jul 10, 2024
BUY
$49.55 - $50.44 $696,375 - $708,883
14,054 Added 14.17%
113,253 $5.68 Million
Q1 2024

Apr 10, 2024
BUY
$50.36 - $51.06 $2.36 Million - $2.4 Million
46,945 Added 89.84%
99,199 $5.02 Million
Q4 2023

Jan 17, 2024
BUY
$47.36 - $51.14 $2.47 Million - $2.67 Million
52,254 New
52,254 $2.67 Million
Q4 2020

Jan 11, 2021
SELL
$54.06 - $55.19 $4.13 Million - $4.21 Million
-76,345 Closed
0 $0
Q2 2020

Jul 20, 2020
BUY
$51.64 - $54.14 $3.94 Million - $4.13 Million
76,345 New
76,345 $4.13 Million

Others Institutions Holding VTEB

# of Institutions
1,330
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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