Core Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Core Wealth Advisors, Inc.

$329 Million
Q2 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 19,531 shares of VTEB stock, worth $976,159. This represents 0.29% of its overall portfolio holdings.

Number of Shares

19,531

Previous 27,573 29.17%

Holding current value

$976,159

Previous $1.37 Million 30.04%

% of portfolio

0.29%

Previous 0.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$48.13 - $49.85 $387,061 - $400,893	-8,042 Reduced 29.17%	19,531 $957,000
Q1 2025 May 15, 2025	SELL	$49.25 - $50.66 $91,703 - $94,328	-1,862 Reduced 6.33%	27,573 $1.37 Million
Q4 2024 Feb 14, 2025	SELL	$49.79 - $51.14 $130,350 - $133,884	-2,618 Reduced 8.17%	29,435 $1.48 Million
Q3 2024 Nov 13, 2024	SELL	$49.93 - $51.15 $934,689 - $957,528	-18,720 Reduced 36.87%	32,053 $1.64 Million
Q2 2024 Aug 15, 2024	BUY	$49.55 - $50.44 $393,129 - $400,190	7,934 Added 18.52%	50,773 $2.54 Million
Q1 2024 May 15, 2024	BUY	$50.36 - $51.06 $220,325 - $223,387	4,375 Added 11.37%	42,839 $2.17 Million
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $199,432 - $215,350	4,211 Added 12.29%	38,464 $1.96 Million
Q3 2023 Nov 13, 2023	BUY	$48.03 - $50.5 $113,735 - $119,584	2,368 Added 7.43%	34,253 $1.65 Million
Q2 2023 Aug 14, 2023	SELL	$49.5 - $51.06 $111,771 - $115,293	-2,258 Reduced 6.61%	31,885 $1.6 Million
Q1 2023 Apr 27, 2023	BUY	$49.32 - $51.02 $763,818 - $790,146	15,487 Added 83.01%	34,143 $1.73 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $72,105 - $75,991	1,518 Added 8.86%	18,656 $923,000
Q3 2022 Nov 10, 2022	BUY	$48.11 - $51.14 $47,147 - $50,117	980 Added 6.07%	17,138 $825,000
Q2 2022 Aug 12, 2022	BUY	$49.13 - $51.51 $745,252 - $781,355	15,169 Added 1533.77%	16,158 $807,000
Q1 2022 May 16, 2022	BUY	$51.44 - $54.88 $50,874 - $54,276	989 New	989 $51,000

Others Institutions Holding VTEB

# of Institutions

1,332

Shares Held

561M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Core Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History