Destiny Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
BUY
$47.36 - $51.14 $1,562 - $1,687
33 Added 0.32%
10,508 $536,000
Q3 2023

Oct 10, 2023
BUY
$48.03 - $50.5 $26,752 - $28,128
557 Added 5.62%
10,475 $503,000
Q2 2023

Jul 26, 2023
BUY
$49.5 - $51.06 $56,331 - $58,106
1,138 Added 12.96%
9,918 $498,000
Q1 2023

Apr 26, 2023
BUY
$49.32 - $51.02 $154,125 - $159,437
3,125 Added 55.26%
8,780 $444,000
Q4 2022

Jan 26, 2023
SELL
$47.5 - $50.06 $41,135 - $43,351
-866 Reduced 13.28%
5,655 $0
Q2 2022

Jul 15, 2022
BUY
$49.13 - $51.51 $12,429 - $13,032
253 Added 4.04%
6,521 $326,000
Q1 2022

Apr 21, 2022
BUY
$51.44 - $54.88 $67,232 - $71,728
1,307 Added 26.35%
6,268 $323,000
Q4 2021

Jan 20, 2022
SELL
$54.5 - $55.03 $545,163 - $550,465
-10,003 Reduced 66.85%
4,961 $272,000
Q3 2021

Oct 28, 2021
BUY
$54.77 - $55.59 $54,222 - $55,034
990 Added 7.08%
14,964 $820,000
Q2 2021

Jul 27, 2021
BUY
$54.58 - $55.46 $762,700 - $774,998
13,974 New
13,974 $773,000

Others Institutions Holding VTEB

# of Institutions
1,178
Shares Held
510M
Call Options Held
39.6K
Put Options Held
85.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email