Atria Wealth Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 273,499 shares of VTEB stock, worth $13.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

273,499

Previous 329,468 16.99%

Holding current value

$13.7 Million

Previous $16.8 Million 18.6%

% of portfolio

0.16%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$49.79 - $51.14 $2.79 Million - $2.86 Million	-55,969 Reduced 16.99%	273,499 $13.7 Million
Q3 2024 Nov 08, 2024	SELL	$49.93 - $51.15 $534,500 - $547,560	-10,705 Reduced 3.15%	329,468 $16.8 Million
Q2 2024 Jul 22, 2024	BUY	$49.55 - $50.44 $2.7 Million - $2.75 Million	54,533 Added 19.09%	340,173 $17 Million
Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $938,156 - $951,196	18,629 Added 6.98%	285,640 $14.5 Million
Q4 2023 Feb 02, 2024	BUY	$47.36 - $51.14 $908,317 - $980,814	19,179 Added 7.74%	267,011 $13.6 Million
Q3 2023 Nov 08, 2023	SELL	$48.03 - $50.5 $297,834 - $313,150	-6,201 Reduced 2.44%	247,832 $11.9 Million
Q2 2023 Aug 03, 2023	BUY	$49.5 - $51.06 $1.08 Million - $1.11 Million	21,813 Added 9.39%	254,033 $12.8 Million
Q1 2023 Aug 22, 2023	BUY	$49.32 - $51.02 $1.99 Million - $2.06 Million	40,385 Added 15.9%	294,418 $14.9 Million
Q1 2023 Jun 14, 2023	SELL	$49.32 - $51.02 $3.07 Million - $3.17 Million	-62,198 Reduced 21.13%	232,220 $11.8 Million
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $2.9 Million - $3 Million	58,853 Added 24.98%	294,418 $14.9 Million
Q4 2022 Aug 30, 2023	SELL	$47.5 - $50.06 $1.04 Million - $1.09 Million	-21,813 Reduced 8.59%	232,220 $11.5 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $304,047 - $320,434	6,401 Added 2.79%	235,565 $11.7 Million
Q3 2022 Feb 13, 2023	SELL	$48.11 - $51.14 $1.45 Million - $1.54 Million	-30,082 Reduced 11.6%	229,164 $0
Q3 2022 Nov 14, 2022	BUY	$48.11 - $51.14 $1.58 Million - $1.68 Million	32,919 Added 14.54%	259,246 $12.5 Million
Q2 2022 Aug 15, 2022	SELL	$49.13 - $51.51 $385,768 - $404,456	-7,852 Reduced 3.35%	226,327 $11.3 Million
Q1 2022 May 16, 2022	BUY	$51.44 - $54.88 $12 Million - $12.9 Million	234,179 New	234,179 $12.1 Million

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Atria Wealth Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History