Erickson Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Erickson Financial Group, LLC

$140 Million
Q4 2024

A detailed history of Erickson Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Erickson Financial Group, LLC holds 7,261 shares of VTEB stock, worth $364,429. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,261

Previous 7,328 0.91%

Holding current value

$364,429

Previous $374,000 2.94%

% of portfolio

0.26%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$49.79 - $51.14 $3,335 - $3,426	-67 Reduced 0.91%	7,261 $363,000
Q3 2024 Nov 08, 2024	BUY	$49.93 - $51.15 $3,345 - $3,427	67 Added 0.92%	7,328 $374,000
Q1 2024 Apr 29, 2024	SELL	$50.36 - $51.06 $99,612 - $100,996	-1,978 Reduced 21.41%	7,261 $367,000
Q4 2022 Jan 17, 2023	SELL	$47.5 - $50.06 $45,457 - $47,907	-957 Reduced 9.39%	9,239 $0
Q3 2022 Oct 17, 2022	SELL	$48.11 - $51.14 $14,192 - $15,086	-295 Reduced 2.81%	10,196 $491,000
Q2 2022 Aug 09, 2022	SELL	$49.13 - $51.51 $29,478 - $30,906	-600 Reduced 5.41%	10,491 $524,000
Q4 2021 Apr 01, 2022	BUY	$54.5 - $55.03 $604,459 - $610,337	11,091 New	11,091 $609,000

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Erickson Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History