Encompass Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Encompass Wealth Advisors, LLC

$278 Million
Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 17,020 shares of VTEB stock, worth $861,212. This represents 0.31% of its overall portfolio holdings.

Number of Shares

17,020

Previous 17,820 4.49%

Holding current value

$861,212

Previous $892,000 2.47%

% of portfolio

0.31%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$49.93 - $51.15 $39,944 - $40,920	-800 Reduced 4.49%	17,020 $870,000
Q1 2024 May 10, 2024	BUY	$50.36 - $51.06 $80,576 - $81,696	1,600 Added 9.86%	17,820 $901,000
Q3 2023 Nov 07, 2023	SELL	$48.03 - $50.5 $38,424 - $40,400	-800 Reduced 4.7%	16,220 $780,000
Q4 2022 Feb 01, 2023	BUY	$47.5 - $50.06 $376,200 - $396,475	7,920 Added 87.03%	17,020 $842,000
Q3 2022 Oct 28, 2022	BUY	$48.11 - $51.14 $57,732 - $61,368	1,200 Added 15.19%	9,100 $438,000
Q2 2022 Aug 03, 2022	BUY	$49.13 - $51.51 $388,127 - $406,929	7,900 New	7,900 $394,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

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

More about VTEB

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Encompass Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History