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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 695,292 shares of VTEB stock, worth $34.8 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
695,292
Previous 693,460 0.26%
Holding current value
$34.8 Million
Previous $35.4 Million 0.62%
% of portfolio
0.42%
Previous 0.46%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$50.36 - $51.06 $92,259 - $93,541
1,832 Added 0.26%
695,292 $35.2 Million
Q4 2023

Feb 28, 2024
BUY
$47.36 - $51.14 $9.52 Million - $10.3 Million
200,908 Added 40.79%
693,460 $35.4 Million
Q3 2023

Nov 22, 2023
BUY
$48.03 - $50.5 $22.6 Million - $23.7 Million
470,010 Added 2085.04%
492,552 $23.7 Million
Q2 2023

Aug 14, 2023
BUY
$49.5 - $51.06 $654,142 - $674,757
13,215 Added 141.69%
22,542 $1.13 Million
Q1 2023

Jun 05, 2023
SELL
$49.32 - $51.02 $20.4 Million - $21.1 Million
-414,082 Reduced 97.8%
9,327 $472,000
Q4 2022

Jun 12, 2023
BUY
$47.61 - $50.06 $20.4 Million - $21.4 Million
428,473 Added 4593.9%
437,800 $21.7 Million
Q3 2022

Dec 02, 2022
BUY
N/A
103,907 Added 32.52%
423,409 $20.4 Million
Q2 2022

Aug 11, 2022
BUY
N/A
271,724 Added 568.72%
319,502 $16 Million
Q1 2022

May 20, 2022
BUY
N/A
22,426 Added 88.46%
47,778 $2.46 Million
Q4 2021

Feb 17, 2022
BUY
N/A
2,909 Added 12.96%
25,352 $1.39 Million
Q3 2021

Nov 23, 2021
BUY
N/A
5,146 Added 29.75%
22,443 $1.23 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-3,179 Reduced 15.53%
17,297 $1.23 Million
Q2 2021

Aug 24, 2021
BUY
N/A
11,069 Added 117.67%
20,476 $1.13 Million
Q1 2021

May 17, 2021
BUY
N/A
2,070 Added 28.21%
9,407 $514,000
Q4 2020

Feb 18, 2021
BUY
N/A
47 Added 0.64%
7,337 $405,000
Q3 2020

Nov 17, 2020
BUY
N/A
7,290 New
7,290 $397,000
Q2 2020

Aug 14, 2020
SELL
N/A
-7,290 Closed
0 $395,000
Q1 2020

May 18, 2020
BUY
N/A
1,606 Added 28.25%
7,290 $386,000
Q4 2019

Feb 14, 2020
BUY
N/A
42 Added 0.74%
5,684 $304,000
Q3 2019

Nov 18, 2019
BUY
N/A
5,642 New
5,642 $303,000

Others Institutions Holding VTEB

# of Institutions
1,103
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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