Archvest Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 5,450 shares of VTEB stock, worth $272,500. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,450

Previous 4,450 22.47%

Holding current value

$272,500

Previous $222,000 25.23%

% of portfolio

0.17%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$49.93 - $51.15 $49,930 - $51,150	1,000 Added 22.47%	5,450 $278,000
Q3 2023 Nov 07, 2023	SELL	$48.03 - $50.5 $7,204 - $7,575	-150 Reduced 3.26%	4,450 $214,000
Q2 2023 Jul 17, 2023	SELL	$49.5 - $51.06 $39,600 - $40,848	-800 Reduced 14.81%	4,600 $231,000
Q1 2023 May 02, 2023	SELL	$49.32 - $51.02 $4.43 Million - $4.58 Million	-89,741 Reduced 94.32%	5,400 $273,000
Q4 2022 Feb 03, 2023	BUY	$47.5 - $50.06 $4.23 Million - $4.45 Million	88,991 Added 1447.01%	95,141 $4.71 Million
Q3 2022 Nov 09, 2022	SELL	$48.11 - $51.14 $9,622 - $10,228	-200 Reduced 3.15%	6,150 $296,000
Q2 2022 Jul 26, 2022	SELL	$49.13 - $51.51 $12,282 - $12,877	-250 Reduced 3.79%	6,350 $317,000
Q1 2022 May 03, 2022	SELL	$51.44 - $54.88 $5,144 - $5,488	-100 Reduced 1.49%	6,600 $340,000
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $365,150 - $368,701	6,700 New	6,700 $368,000

Others Institutions Holding VTEB

# of Institutions

1,200

Shares Held

512M

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

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Archvest Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History