Brown Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Brown Wealth Management, LLC

$277 Billion
Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brown Wealth Management, LLC holds 74,728 shares of VTEB stock, worth $3.73 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

74,728

Previous 67,608 10.53%

Holding current value

$3.73 Million

Previous $3.39 Billion 12.76%

% of portfolio

1.38%

Previous 1.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$49.93 - $51.15 $355,501 - $364,188	7,120 Added 10.53%	74,728 $3.82 Billion
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $18,630 - $18,965	-376 Reduced 0.55%	67,608 $3.39 Billion
Q1 2024 May 13, 2024	SELL	$50.36 - $51.06 $239,210 - $242,535	-4,750 Reduced 6.53%	67,984 $3.44 Billion
Q4 2023 Feb 14, 2024	SELL	$47.36 - $51.14 $447,362 - $483,068	-9,446 Reduced 11.49%	72,734 $3.71 Billion
Q3 2023 Nov 14, 2023	SELL	$48.03 - $50.5 $3.43 Million - $3.6 Million	-71,358 Reduced 46.48%	82,180 $3.95 Billion
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $7.6 Million - $7.84 Million	153,538 New	153,538 $7.71 Billion

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

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 Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Account

Brown Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History