Aveo Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 93,613 shares of VTEB stock, worth $4.68 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

93,613

Previous 104,377 10.31%

Holding current value

$4.68 Million

Previous $5.34 Million 12.05%

% of portfolio

0.55%

Previous 0.59%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$49.79 - $51.14 $535,939 - $550,470	-10,764 Reduced 10.31%	93,613 $4.69 Million
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $3.09 Million - $3.16 Million	61,794 Added 145.11%	104,377 $5.34 Million
Q2 2024 Aug 02, 2024	SELL	$49.55 - $50.44 $360,079 - $366,547	-7,267 Reduced 14.58%	42,583 $2.13 Million
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $1.91 Million - $1.93 Million	-37,854 Reduced 43.16%	49,850 $2.52 Million
Q4 2023 Feb 06, 2024	SELL	$47.36 - $51.14 $1.74 Million - $1.88 Million	-36,673 Reduced 29.49%	87,704 $4.48 Million
Q3 2023 Nov 06, 2023	BUY	$48.03 - $50.5 $293,895 - $309,009	6,119 Added 5.17%	124,377 $5.98 Million
Q2 2023 Aug 08, 2023	SELL	$49.5 - $51.06 $728,739 - $751,705	-14,722 Reduced 11.07%	118,258 $5.94 Million
Q1 2023 May 03, 2023	SELL	$49.32 - $51.02 $84,287 - $87,193	-1,709 Reduced 1.27%	132,980 $6.74 Million
Q4 2022 Feb 03, 2023	SELL	$47.5 - $50.06 $8.77 Million - $9.24 Million	-184,593 Reduced 57.82%	134,689 $6.67 Million
Q3 2022 Nov 09, 2022	SELL	$48.11 - $51.14 $1.62 Million - $1.72 Million	-33,592 Reduced 9.52%	319,282 $15.4 Million
Q2 2022 Aug 05, 2022	BUY	$49.13 - $51.51 $16.6 Million - $17.4 Million	338,419 Added 2341.19%	352,874 $17.6 Million
Q1 2022 May 13, 2022	BUY	$51.44 - $54.88 $518,772 - $553,464	10,085 Added 230.78%	14,455 $745,000
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $238,165 - $240,481	4,370 New	4,370 $240,000
Q3 2021 Nov 12, 2021	SELL	$54.77 - $55.59 $1.27 Million - $1.29 Million	-23,279 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$54.58 - $55.46 $468,460 - $476,013	8,583 Added 58.4%	23,279 $1.29 Million
Q1 2021 May 11, 2021	BUY	$54.36 - $55.51 $288,216 - $294,314	5,302 Added 56.44%	14,696 $803,000
Q4 2020 Feb 10, 2021	BUY	$54.06 - $55.19 $266,083 - $271,645	4,922 Added 110.06%	9,394 $518,000
Q3 2020 Nov 13, 2020	BUY	$54.07 - $55.05 $241,801 - $246,183	4,472 New	4,472 $243,000

Others Institutions Holding VTEB

# of Institutions

1,251

Shares Held

532M

Call Options Held

39.6K

Put Options Held

53.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Aveo Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History