Elmwood Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 61,966 shares of VTEB stock, worth $3.1 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

61,966

Previous 59,900 3.45%

Holding current value

$3.1 Million

Previous $3 Million 5.53%

% of portfolio

1.42%

Previous 1.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$49.93 - $51.15 $103,155 - $105,675	2,066 Added 3.45%	61,966 $3.17 Million
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $136,113 - $138,558	-2,747 Reduced 4.38%	59,900 $3 Million
Q1 2024 May 10, 2024	BUY	$50.36 - $51.06 $488,492 - $495,282	9,700 Added 18.32%	62,647 $3.17 Million
Q4 2023 Jan 30, 2024	BUY	$47.36 - $51.14 $189,108 - $204,202	3,993 Added 8.16%	52,947 $2.7 Million
Q3 2023 Nov 15, 2023	BUY	$48.03 - $50.5 $2.35 Million - $2.47 Million	48,954 New	48,954 $2.35 Million

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Elmwood Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History