Evernest Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 18,123 shares of VTEB stock, worth $917,023. This represents 0.26% of its overall portfolio holdings.

Number of Shares

18,123

Previous 17,431 3.97%

Holding current value

$917,023

Previous $873,000 6.07%

% of portfolio

0.26%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$49.93 - $51.15 $34,551 - $35,395	692 Added 3.97%	18,123 $926,000
Q2 2024 Aug 07, 2024	SELL	$49.55 - $50.44 $81,460 - $82,923	-1,644 Reduced 8.62%	17,431 $873,000
Q1 2024 May 10, 2024	BUY	$50.36 - $51.06 $323,009 - $327,498	6,414 Added 50.66%	19,075 $953 Million
Q4 2023 May 10, 2024	SELL	$47.36 - $51.14 $427,518 - $461,640	-9,027 Reduced 47.32%	10,048 $513 Million
Q4 2021 Feb 13, 2024	BUY	$54.5 - $55.03 $690,024 - $696,734	12,661 New	12,661 $641 Million

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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Evernest Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History