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

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

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 113,253 shares of VTEB stock, worth $5.76 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
113,253
Previous 99,199 14.17%
Holding current value
$5.76 Million
Previous $5.02 Million 13.07%
% of portfolio
1.1%
Previous 1.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,142
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email