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

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 7,538 shares of VTEB stock, worth $380,216. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,538

Previous 7,738 2.58%

Holding current value

$380,216

Previous $387,000 0.52%

% of portfolio

0.07%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$49.93 - $51.15 $9,986 - $10,230	-200 Reduced 2.58%	7,538 $385,000
Q2 2024 Jul 18, 2024	SELL	$49.55 - $50.44 $12,684 - $12,912	-256 Reduced 3.2%	7,738 $387,000
Q1 2024 Apr 23, 2024	BUY	$50.36 - $51.06 $1,007 - $1,021	20 Added 0.25%	7,994 $404,000
Q4 2023 Jan 23, 2024	SELL	$47.36 - $51.14 $1,089 - $1,176	-23 Reduced 0.29%	7,974 $407,000
Q3 2023 Oct 16, 2023	BUY	$48.03 - $50.5 $7,396 - $7,777	154 Added 1.96%	7,997 $384,000
Q2 2023 Jul 17, 2023	SELL	$49.5 - $51.06 $32,769 - $33,801	-662 Reduced 7.78%	7,843 $393,000
Q1 2023 Apr 18, 2023	SELL	$49.32 - $51.02 $895,651 - $926,523	-18,160 Reduced 68.1%	8,505 $430,000
Q4 2022 Jan 27, 2023	BUY	$47.5 - $50.06 $422,655 - $445,433	8,898 Added 50.08%	26,665 $1.32 Million
Q3 2022 Nov 08, 2022	SELL	$48.11 - $51.14 $740,990 - $787,658	-15,402 Reduced 46.43%	17,767 $855,000
Q2 2022 Aug 08, 2022	BUY	$49.13 - $51.51 $894,460 - $937,791	18,206 Added 121.67%	33,169 $0
Q1 2022 May 11, 2022	BUY	$51.44 - $54.88 $769,696 - $821,169	14,963 New	14,963 $771,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

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

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