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

Cmh Wealth Management LLC

$423 Million
Q3 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

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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