Balanced Rock Investment Advisor Vanguard Mun Bd Fds Tax Exempt Transaction History

Balanced Rock Investment Advisor

$127 Billion
Q2 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 11,956 shares of VTEB stock, worth $601,745. This represents 0.46% of its overall portfolio holdings.

Number of Shares

11,956

Previous 141,941 91.58%

Holding current value

$601,745

Previous $7.04 Billion 91.68%

% of portfolio

0.46%

Previous 5.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$48.13 - $49.85 $6.26 Million - $6.48 Million	-129,985 Reduced 91.58%	11,956 $586 Million
Q1 2025 May 12, 2025	SELL	$49.25 - $50.66 $180,846 - $186,023	-3,672 Reduced 2.52%	141,941 $7.04 Billion
Q4 2024 Feb 13, 2025	BUY	$49.79 - $51.14 $829,451 - $851,941	16,659 Added 12.92%	145,613 $7.3 Billion
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $72,148 - $73,911	1,445 Added 1.13%	128,954 $6.59 Billion
Q2 2024 Jul 31, 2024	SELL	$49.55 - $50.44 $481,130 - $489,772	-9,710 Reduced 7.08%	127,509 $6.39 Billion
Q1 2024 May 13, 2024	SELL	$50.36 - $51.06 $1.17 Million - $1.19 Million	-23,317 Reduced 14.52%	137,219 $6.94 Billion
Q4 2023 Feb 13, 2024	BUY	$47.36 - $51.14 $7.6 Million - $8.21 Million	160,536 New	160,536 $8.2 Billion

Others Institutions Holding VTEB

# of Institutions

1,344

Shares Held

560M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Account

Balanced Rock Investment Advisor Vanguard Mun Bd Fds Tax Exempt Transaction History