Baystate Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baystate Wealth Management LLC holds 463 shares of VTEB stock, worth $23,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

463

Previous 7,755 94.03%

Holding current value

$23,427

Previous $373,000 93.83%

% of portfolio

0.0%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$47.36 - $51.14 $345,349 - $372,912	-7,292 Reduced 94.03%	463 $23,000
Q3 2023 Oct 25, 2023	BUY	$48.03 - $50.5 $372,472 - $391,627	7,755 New	7,755 $373,000
Q2 2023 Aug 02, 2023	BUY	$49.5 - $51.06 $2.39 Million - $2.46 Million	48,221 New	48,221 $2.42 Million
Q4 2022 Jan 12, 2023	BUY	$47.5 - $50.06 $12,350 - $13,015	260 Added 1.32%	19,998 $990,000
Q3 2022 Nov 10, 2022	BUY	$48.11 - $51.14 $949,595 - $1.01 Million	19,738 New	19,738 $950,000
Q1 2022 Apr 19, 2022	SELL	$51.44 - $54.88 $45,370 - $48,404	-882 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$54.5 - $55.03 $48,069 - $48,536	882 New	882 $48,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Baystate Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History