Epg Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Epg Wealth Management LLC

$379 Billion
Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Epg Wealth Management LLC holds 14,293 shares of VTEB stock, worth $723,368. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,293

Previous 18,147 21.24%

Holding current value

$723,368

Previous $928 Million 22.77%

% of portfolio

0.19%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$49.79 - $51.14 $191,890 - $197,093	-3,854 Reduced 21.24%	14,293 $716 Million
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $906,079 - $928,219	18,147 New	18,147 $928 Million
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $878,224 - $893,998	-17,724 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$50.36 - $51.06 $81,230 - $82,359	-1,613 Reduced 8.34%	17,724 $896,000
Q4 2023 Feb 14, 2024	SELL	$47.36 - $51.14 $108,738 - $117,417	-2,296 Reduced 10.61%	19,337 $987,000
Q3 2023 Nov 13, 2023	SELL	$48.03 - $50.5 $94,763 - $99,636	-1,973 Reduced 8.36%	21,633 $1.04 Million
Q2 2023 Aug 15, 2023	SELL	$49.5 - $51.06 $44,896 - $46,311	-907 Reduced 3.7%	23,606 $1.19 Million
Q1 2023 May 15, 2023	BUY	$49.32 - $51.02 $47,692 - $49,336	967 Added 4.11%	24,513 $1.24 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $151,810 - $159,991	3,196 Added 15.71%	23,546 $1.17 Million
Q3 2022 Nov 15, 2022	BUY	$48.11 - $51.14 $440,928 - $468,698	9,165 Added 81.94%	20,350 $980,000
Q2 2022 Aug 15, 2022	BUY	$49.13 - $51.51 $156,282 - $163,853	3,181 Added 39.74%	11,185 $558,000
Q1 2022 May 10, 2022	BUY	$51.44 - $54.88 $182,920 - $195,153	3,556 Added 79.95%	8,004 $413,000
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $654 - $660	12 Added 0.27%	4,448 $244,000
Q3 2021 Nov 15, 2021	BUY	$54.77 - $55.59 $19,881 - $20,179	363 Added 8.91%	4,436 $243,000
Q2 2021 Aug 09, 2021	BUY	$54.58 - $55.46 $222,304 - $225,888	4,073 New	4,073 $225,000
Q3 2020 Nov 02, 2020	SELL	$54.07 - $55.05 $235,366 - $239,632	-4,353 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$51.64 - $54.14 $140,409 - $147,206	2,719 Added 166.4%	4,353 $236,000
Q1 2020 May 05, 2020	BUY	$45.81 - $55.19 $4,306 - $5,187	94 Added 6.1%	1,634 $86,000
Q4 2019 Feb 14, 2020	BUY	$53.19 - $53.86 $81,912 - $82,944	1,540 New	1,540 $82,000

Others Institutions Holding VTEB

# of Institutions

1,298

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Epg Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History