Capasso Planning Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Capasso Planning Partners LLC

$240 Million
Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capasso Planning Partners LLC holds 16,764 shares of VTEB stock, worth $848,258. This represents 0.35% of its overall portfolio holdings.

Number of Shares

16,764

Previous 17,321 3.22%

Holding current value

$848,258

Previous $884,000 4.07%

% of portfolio

0.35%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$50.36 - $51.06 $28,050 - $28,440	-557 Reduced 3.22%	16,764 $848,000
Q4 2023 Jan 26, 2024	SELL	$47.36 - $51.14 $200,427 - $216,424	-4,232 Reduced 19.64%	17,321 $884,000
Q3 2023 Oct 25, 2023	SELL	$48.03 - $50.5 $602,776 - $633,775	-12,550 Reduced 36.8%	21,553 $1.04 Million
Q2 2023 Aug 10, 2023	SELL	$49.5 - $51.06 $49 - $51	-1 Reduced -0.0%	34,103 $1.71 Million
Q1 2023 May 01, 2023	SELL	$49.32 - $51.02 $4,685 - $4,846	-95 Reduced 0.28%	34,104 $1.73 Million
Q4 2022 Jan 20, 2023	SELL	$47.5 - $50.06 $131,432 - $138,516	-2,767 Reduced 7.49%	34,199 $0
Q3 2022 Nov 09, 2022	BUY	$48.11 - $51.14 $1.27 Million - $1.35 Million	26,351 Added 248.24%	36,966 $1.78 Million
Q2 2022 Aug 11, 2022	BUY	$49.13 - $51.51 $36,208 - $37,962	737 Added 7.46%	10,615 $530,000
Q1 2022 May 09, 2022	SELL	$51.44 - $54.88 $47,170 - $50,324	-917 Reduced 8.49%	9,878 $509,000
Q4 2021 Feb 17, 2022	BUY	$54.5 - $55.03 $588,327 - $594,048	10,795 New	10,795 $593,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Capasso Planning Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History