Belpointe Asset Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 2025

A detailed history of Belpointe Asset Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Belpointe Asset Management LLC holds 24,635 shares of VTEB stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,635
Previous 21,853 12.73%
Holding current value
$1.2 Million
Previous $1.1 Million 11.6%
% of portfolio
0.07%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$49.25 - $50.66 $137,013 - $140,936
2,782 Added 12.73%
24,635 $1.22 Million
Q4 2024

Feb 13, 2025
SELL
$49.79 - $51.14 $17,974 - $18,461
-361 Reduced 1.63%
21,853 $1.1 Million
Q3 2024

Nov 12, 2024
BUY
$49.93 - $51.15 $90,323 - $92,530
1,809 Added 8.87%
22,214 $1.14 Million
Q2 2024

Aug 02, 2024
SELL
$49.55 - $50.44 $83,590 - $85,092
-1,687 Reduced 7.64%
20,405 $1.02 Million
Q1 2024

May 08, 2024
BUY
$50.36 - $51.06 $119,957 - $121,624
2,382 Added 12.09%
22,092 $1.12 Million
Q4 2023

Feb 13, 2024
BUY
$47.36 - $51.14 $349,611 - $377,515
7,382 Added 59.88%
19,710 $1.01 Million
Q3 2023

Nov 15, 2023
BUY
$48.03 - $50.5 $158,499 - $166,650
3,300 Added 36.55%
12,328 $592,000
Q2 2023

Aug 14, 2023
SELL
$49.5 - $51.06 $512,671 - $528,828
-10,357 Reduced 53.43%
9,028 $453,000
Q1 2023

May 15, 2023
BUY
$49.32 - $51.02 $67,124 - $69,438
1,361 Added 7.55%
19,385 $982,000
Q4 2022

Feb 08, 2023
BUY
$47.5 - $50.06 $331,075 - $348,918
6,970 Added 63.05%
18,024 $892,000
Q3 2022

Nov 14, 2022
BUY
$48.11 - $51.14 $16,838 - $17,899
350 Added 3.27%
11,054 $532,000
Q2 2022

Aug 02, 2022
SELL
$49.13 - $51.51 $7,271 - $7,623
-148 Reduced 1.36%
10,704 $534,000
Q1 2022

Apr 28, 2022
SELL
$51.44 - $54.88 $80,812 - $86,216
-1,571 Reduced 12.65%
10,852 $560,000
Q4 2021

Feb 15, 2022
BUY
$54.5 - $55.03 $47,360 - $47,821
869 Added 7.52%
12,423 $683,000
Q3 2021

Nov 15, 2021
BUY
$54.77 - $55.59 $75,911 - $77,047
1,386 Added 13.63%
11,554 $632,000
Q2 2021

Aug 09, 2021
SELL
$54.58 - $55.46 $23,305 - $23,681
-427 Reduced 4.03%
10,168 $562,000
Q1 2021

May 14, 2021
BUY
$54.36 - $55.51 $71,157 - $72,662
1,309 Added 14.1%
10,595 $579,000
Q4 2020

Feb 16, 2021
BUY
$54.06 - $55.19 $218,023 - $222,581
4,033 Added 76.78%
9,286 $512,000
Q3 2020

Nov 13, 2020
BUY
$54.07 - $55.05 $284,029 - $289,177
5,253 New
5,253 $286,000

Others Institutions Holding VTEB

# of Institutions
1,329
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
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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