Bernardo Wealth Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 26,693 shares of VTEB stock, worth $1.34 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

26,693

Previous 27,001 1.14%

Holding current value

$1.34 Million

Previous $1.37 Million 2.34%

% of portfolio

0.32%

Previous 0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$49.79 - $51.14 $15,335 - $15,751	-308 Reduced 1.14%	26,693 $1.34 Million
Q3 2024 Oct 18, 2024	SELL	$49.93 - $51.15 $42,290 - $43,324	-847 Reduced 3.04%	27,001 $1.37 Million
Q2 2024 Jul 10, 2024	BUY	$49.55 - $50.44 $634,586 - $645,985	12,807 Added 85.15%	27,848 $1.4 Million
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $757,464 - $767,993	15,041 New	15,041 $761,000

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Bernardo Wealth Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History