Beacon Bridge Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 40,170 shares of VTEB stock, worth $2.03 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

40,170

Previous 45,542 11.8%

Holding current value

$2.03 Million

Previous $2.32 Billion 12.57%

% of portfolio

0.96%

Previous 1.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$50.36 - $51.06 $270,533 - $274,294	-5,372 Reduced 11.8%	40,170 $2.03 Billion
Q4 2023 Feb 09, 2024	SELL	$47.36 - $51.14 $99,834 - $107,803	-2,108 Reduced 4.42%	45,542 $2.32 Billion
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $88,951 - $93,526	1,852 Added 4.04%	47,650 $2.29 Billion
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $911,047 - $939,759	18,405 Added 67.19%	45,798 $2.3 Billion
Q1 2023 May 08, 2023	BUY	$49.32 - $51.02 $1.06 Million - $1.1 Million	21,473 Added 362.72%	27,393 $1.39 Billion

Q4 2022 Feb 10, 2023	BUY	$47.61 - $50.06 $281,851 - $296,355	5,920 New	5,920 $293 Million

Others Institutions Holding VTEB

# of Institutions

1,106

Shares Held

487M

Call Options Held

26.8K

Put Options Held

52.1K

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 Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History