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

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

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 62,690 shares of VTEB stock, worth $3.06 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

62,690

Previous 67,491 7.11%

Holding current value

$3.06 Million

Previous $3.38 Million 8.07%

% of portfolio

1.4%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$49.25 - $50.66 $236,449 - $243,218	-4,801 Reduced 7.11%	62,690 $3.11 Million
Q4 2024 Jan 13, 2025	BUY	$49.79 - $51.14 $275,089 - $282,548	5,525 Added 8.92%	67,491 $3.38 Million
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

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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