Avantax Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 169,037 shares of VTEB stock, worth $8.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

169,037

Previous 184,516 8.39%

Holding current value

$8.25 Million

Previous $9.25 Million 9.32%

% of portfolio

0.05%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$49.25 - $50.66 $762,340 - $784,166	-15,479 Reduced 8.39%	169,037 $8.39 Million
Q4 2024 Feb 07, 2025	BUY	$49.79 - $51.14 $1.43 Million - $1.46 Million	28,642 Added 18.38%	184,516 $9.25 Million
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $3.07 Million - $3.15 Million	61,557 Added 65.27%	155,874 $7.97 Million
Q2 2024 Aug 09, 2024	BUY	$49.55 - $50.44 $580,032 - $590,450	11,706 Added 14.17%	94,317 $4.73 Million
Q1 2024 May 08, 2024	BUY	$50.36 - $51.06 $367,074 - $372,176	7,289 Added 9.68%	82,611 $4.18 Million
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $1.75 Million - $1.89 Million	36,888 Added 95.98%	75,322 $3.85 Million
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $1.17 Million - $1.23 Million	24,296 Added 171.85%	38,434 $1.85 Million
Q2 2023 Aug 11, 2023	SELL	$49.5 - $51.06 $137,016 - $141,334	-2,768 Reduced 16.37%	14,138 $710,000
Q1 2023 Apr 28, 2023	SELL	$49.32 - $51.02 $394 - $408	-8 Reduced 0.05%	16,906 $856,000
Q4 2022 Feb 13, 2023	SELL	$47.5 - $50.06 $550,857 - $580,545	-11,597 Reduced 40.68%	16,914 $837,000
Q3 2022 Nov 01, 2022	SELL	$48.11 - $51.14 $566,832 - $602,531	-11,782 Reduced 29.24%	28,511 $1.37 Million
Q2 2022 Aug 02, 2022	BUY	$49.13 - $51.51 $315,218 - $330,488	6,416 Added 18.94%	40,293 $2.01 Million
Q1 2022 Apr 27, 2022	BUY	$51.44 - $54.88 $321,962 - $343,493	6,259 Added 22.66%	33,877 $1.75 Million
Q4 2021 Jan 24, 2022	SELL	$54.5 - $55.03 $104,367 - $105,382	-1,915 Reduced 6.48%	27,618 $1.52 Million
Q3 2021 Oct 21, 2021	BUY	$54.77 - $55.59 $149,905 - $152,149	2,737 Added 10.21%	29,533 $1.62 Million
Q2 2021 Jul 29, 2021	BUY	$54.58 - $55.46 $119,912 - $121,845	2,197 Added 8.93%	26,796 $1.48 Million
Q1 2021 May 13, 2021	BUY	$54.36 - $55.51 $379,758 - $387,792	6,986 Added 39.66%	24,599 $1.34 Million
Q4 2020 Jan 22, 2021	SELL	$54.06 - $55.19 $478,431 - $488,431	-8,850 Reduced 33.44%	17,613 $972,000
Q3 2020 Oct 14, 2020	BUY	$54.07 - $55.05 $1.43 Million - $1.46 Million	26,463 New	26,463 $1.44 Million

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Avantax Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History