Bdo Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 15,720 shares of VTEB stock, worth $791,187. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,720

Previous 15,600 0.77%

Holding current value

$791,187

Previous $790,000 0.13%

% of portfolio

0.09%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$49.5 - $51.06 $5,940 - $6,127	120 Added 0.77%	15,720 $789,000
Q4 2022 Jan 27, 2023	SELL	$47.5 - $50.06 $722,000 - $760,912	-15,200 Reduced 49.35%	15,600 $0
Q3 2022 Nov 02, 2022	SELL	$48.11 - $51.14 $195,230 - $207,526	-4,058 Reduced 11.64%	30,800 $1.48 Million
Q1 2022 May 06, 2022	SELL	$51.44 - $54.88 $48,868 - $52,136	-950 Reduced 2.65%	34,858 $1.8 Million
Q4 2021 Feb 11, 2022	SELL	$54.5 - $55.03 $54,500 - $55,030	-1,000 Reduced 2.72%	35,808 $1.97 Million
Q3 2021 Nov 09, 2021	SELL	$54.77 - $55.59 $499,611 - $507,091	-9,122 Reduced 19.86%	36,808 $2.02 Million
Q2 2021 Sep 03, 2021	BUY	$54.58 - $55.46 $8,241 - $8,374	151 Added 0.33%	45,930 $2.54 Million
Q1 2021 May 14, 2021	SELL	$54.36 - $55.51 $166,341 - $169,860	-3,060 Reduced 6.27%	45,779 $2.5 Million
Q4 2020 Feb 12, 2021	SELL	$54.06 - $55.19 $4,486 - $4,580	-83 Reduced 0.17%	48,839 $2.7 Million
Q3 2020 Nov 12, 2020	SELL	$54.07 - $55.05 $31,847 - $32,424	-589 Reduced 1.19%	48,922 $2.66 Million
Q2 2020 Aug 14, 2020	SELL	$51.64 - $54.14 $579,349 - $607,396	-11,219 Reduced 18.47%	49,511 $2.68 Million
Q1 2020 May 15, 2020	BUY	$45.81 - $55.19 $171,329 - $206,410	3,740 Added 6.56%	60,730 $3.21 Million
Q4 2019 Feb 14, 2020	BUY	$53.19 - $53.86 $169,676 - $171,813	3,190 Added 5.93%	56,990 $3.05 Million
Q2 2019 Aug 09, 2019	BUY	N/A	7,500 Added 16.2%	53,800 $2.86 Million
Q1 2019 May 15, 2019	SELL	N/A	-8,864 Reduced 16.07%	46,300 $2.42 Million
Q4 2018 Feb 14, 2019	BUY	N/A	55,164 New	55,164 $2.82 Million

Others Institutions Holding VTEB

# of Institutions

1,341

Shares Held

560M

Call Options Held

124K

Put Options Held

57.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History