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

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Congress Wealth Management LLC holds 102,121 shares of VTEB stock, worth $5.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
102,121
Previous 100,871 1.24%
Holding current value
$5.19 Million
Previous $5.1 Million 0.25%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$49.55 - $50.44 $61,937 - $63,050
1,250 Added 1.24%
102,121 $5.12 Million
Q1 2024

Apr 18, 2024
BUY
$50.36 - $51.06 $68,640 - $69,594
1,363 Added 1.37%
100,871 $5.1 Million
Q4 2023

Feb 09, 2024
SELL
$47.36 - $51.14 $19,180 - $20,711
-405 Reduced 0.41%
99,508 $5.08 Million
Q3 2023

Oct 30, 2023
BUY
$48.03 - $50.5 $4.8 Million - $5.05 Million
99,913 New
99,913 $4.81 Million
Q2 2022

Aug 11, 2022
BUY
$49.13 - $51.51 $221,576 - $232,310
4,510 New
4,510 $225,000

Others Institutions Holding VTEB

# of Institutions
1,142
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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