Avidian Wealth Solutions, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 992,552 shares of VTEB stock, worth $49.7 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
992,552
Previous 616,743 60.93%
Holding current value
$49.7 Million
Previous $31.5 Million 59.52%
% of portfolio
2.53%
Previous 1.95%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$50.36 - $51.06 $18.9 Million - $19.2 Million
375,809 Added 60.93%
992,552 $50.2 Million
Q4 2023

Feb 06, 2024
BUY
$47.36 - $51.14 $1.68 Million - $1.81 Million
35,396 Added 6.09%
616,743 $31.5 Million
Q3 2023

Oct 13, 2023
BUY
$48.03 - $50.5 $2.31 Million - $2.42 Million
47,993 Added 9.0%
581,347 $28 Million
Q2 2023

Aug 03, 2023
SELL
$49.5 - $51.06 $4.25 Million - $4.38 Million
-85,876 Reduced 13.87%
533,354 $26.8 Million
Q1 2023

May 08, 2023
BUY
$49.32 - $51.02 $3.86 Million - $3.99 Million
78,244 Added 14.46%
619,230 $31.4 Million
Q4 2022

Feb 06, 2023
SELL
$47.61 - $50.06 $3 Million - $3.15 Million
-62,965 Reduced 10.43%
540,986 $26.8 Million
Q3 2022

Nov 03, 2022
BUY
N/A
382,313 Added 172.49%
603,951 $29.1 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-309,471 Reduced 58.27%
221,638 $11.1 Million
Q1 2022

May 10, 2022
BUY
N/A
33,296 Added 6.69%
531,109 $27.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-78,057 Reduced 13.55%
497,813 $27.3 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-11,204 Reduced 1.91%
575,870 $31.5 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-19,102 Reduced 3.15%
587,074 $32.5 Million
Q1 2021

May 05, 2021
BUY
N/A
180,537 Added 42.42%
606,176 $33.1 Million
Q4 2020

Feb 09, 2021
BUY
N/A
181,713 Added 74.5%
425,639 $23.5 Million
Q3 2020

Feb 03, 2021
BUY
N/A
243,926 New
243,926 $13.3 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-186,874 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
N/A
17,788 Added 10.52%
186,874 $10.1 Million
Q1 2020

Apr 22, 2020
BUY
N/A
7,252 Added 4.48%
169,086 $8.95 Million
Q4 2019

Feb 13, 2020
BUY
N/A
15,427 Added 10.54%
161,834 $8.67 Million
Q3 2019

Nov 14, 2019
BUY
N/A
14,777 Added 11.23%
146,407 $7.85 Million
Q2 2019

Aug 14, 2019
BUY
N/A
56,110 Added 74.3%
131,630 $6.99 Million
Q1 2019

May 15, 2019
BUY
N/A
60,797 Added 412.94%
75,520 $3.94 Million
Q4 2018

Feb 14, 2019
BUY
N/A
8,607 Added 140.73%
14,723 $752,000
Q3 2018

Nov 14, 2018
SELL
N/A
-810 Reduced 11.7%
6,116 $309,000
Q2 2018

Aug 14, 2018
SELL
N/A
-53 Reduced 0.76%
6,926 $353,000
Q1 2018

May 15, 2018
SELL
N/A
-1,613 Reduced 18.77%
6,979 $355,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,785 Added 47.96%
8,592 $444,000
Q3 2017

Nov 14, 2017
BUY
N/A
5 Added 0.09%
5,807 $300,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,802
5,802 $298,000

Others Institutions Holding VTEB

# of Institutions
1,103
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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