Clearstead Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clearstead Advisors, LLC holds 186,680 shares of VTEB stock, worth $9.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

186,680

Previous 178,490 4.59%

Holding current value

$9.45 Million

Previous $8.94 Million 6.7%

% of portfolio

0.15%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $408,926 - $418,918	8,190 Added 4.59%	186,680 $9.54 Million
Q2 2024 Aug 09, 2024	SELL	$49.55 - $50.44 $209,051 - $212,806	-4,219 Reduced 2.31%	178,490 $8.94 Million
Q1 2024 May 14, 2024	BUY	$50.36 - $51.06 $1.42 Million - $1.44 Million	28,261 Added 18.3%	182,709 $9.25 Million
Q4 2023 Feb 12, 2024	BUY	$47.36 - $51.14 $2.52 Million - $2.72 Million	53,228 Added 52.59%	154,448 $7.88 Million
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $389,667 - $409,706	8,113 Added 8.71%	101,220 $4.87 Million
Q2 2023 Aug 07, 2023	BUY	$49.5 - $51.06 $177,853 - $183,458	3,593 Added 4.01%	93,107 $4.68 Million
Q1 2023 May 09, 2023	BUY	$49.32 - $51.02 $572,901 - $592,648	11,616 Added 14.91%	89,514 $4.53 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $3.2 Million - $3.37 Million	67,364 Added 639.49%	77,898 $3.86 Million
Q3 2022 Nov 14, 2022	BUY	$48.11 - $51.14 $470,179 - $499,791	9,773 Added 1284.23%	10,534 $507,000
Q2 2022 Aug 12, 2022	BUY	$49.13 - $51.51 $21,813 - $22,870	444 Added 140.06%	761 $38,000
Q1 2022 May 04, 2022	BUY	$51.44 - $54.88 $308 - $329	6 Added 1.93%	317 $16,000
Q3 2021 Nov 12, 2021	BUY	$54.77 - $55.59 $54 - $55	1 Added 0.32%	311 $17,000
Q2 2021 Aug 12, 2021	BUY	$54.58 - $55.46 $4,639 - $4,714	85 Added 37.78%	310 $17,000
Q1 2021 May 14, 2021	BUY	$54.36 - $55.51 $5,436 - $5,551	100 Added 80.0%	225 $12,000
Q4 2020 Feb 11, 2021	BUY	$54.06 - $55.19 $2,378 - $2,428	44 Added 54.32%	125 $7,000
Q2 2020 Aug 11, 2020	BUY	$51.64 - $54.14 $4,182 - $4,385	81 New	81 $4,000

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
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History