Cmh Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cmh Wealth Management LLC

$405 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	$54.5 - $55.03 $882,300 - $890,880	-16,189 Closed	0 $0
Q3 2021 Oct 18, 2021	SELL	$54.77 - $55.59 $135,446 - $137,474	-2,473 Reduced 13.25%	16,189 $887,000
Q2 2021 Jul 19, 2021	SELL	$54.58 - $55.46 $93,823 - $95,335	-1,719 Reduced 8.43%	18,662 $1.03 Million
Q1 2021 Apr 19, 2021	BUY	$54.36 - $55.51 $26,690 - $27,255	491 Added 2.47%	20,381 $1.11 Million
Q4 2020 Feb 01, 2021	BUY	$54.06 - $55.19 $17,839 - $18,212	330 Added 1.69%	19,890 $1.1 Million
Q3 2020 Oct 20, 2020	SELL	$54.07 - $55.05 $2,703 - $2,752	-50 Reduced 0.25%	19,560 $1.07 Million
Q2 2020 Jul 23, 2020	BUY	$51.64 - $54.14 $202,687 - $212,499	3,925 Added 25.02%	19,610 $1.06 Million
Q1 2020 Apr 16, 2020	SELL	$45.81 - $55.19 $313,157 - $377,278	-6,836 Reduced 30.35%	15,685 $830,000
Q4 2019 Jan 21, 2020	BUY	$53.19 - $53.86 $15,584 - $15,780	293 Added 1.32%	22,521 $1.21 Million
Q3 2019 Oct 11, 2019	BUY	$53.22 - $53.72 $92,496 - $93,365	1,738 Added 8.48%	22,228 $1.19 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-2,000 Reduced 8.89%	20,490 $1.09 Million
Q1 2019 Apr 15, 2019	SELL	N/A	-192,175 Reduced 89.52%	22,490 $1.17 Million
Q4 2018 Jan 16, 2019	BUY	N/A	1,150 Added 0.54%	214,665 $11 Million
Q3 2018 Oct 29, 2018	BUY	N/A	200,770 Added 1575.28%	213,515 $10.8 Million
Q2 2018 Jul 20, 2018	BUY	N/A	4,940 Added 63.29%	12,745 $649,000
Q1 2018 Apr 11, 2018	SELL	N/A	-11,460 Reduced 59.49%	7,805 $396,000
Q4 2017 Jan 12, 2018	BUY	N/A	9,865 Added 104.95%	19,265 $994,000
Q3 2017 Oct 19, 2017	BUY	N/A	9,400	9,400 $485,000

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.61 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.55 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.52 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.3 Billion
1.37% of portfolio

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

News

Stay updated on Cmh Wealth Management LLC with notifications on news.