Falcon Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History

Falcon Wealth Planning

  • $806 Million
  • Q1 2025

A detailed history of Falcon Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Falcon Wealth Planning holds 6,793 shares of VTEB stock, worth $332,245. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,793
Previous 9,668 29.74%
Holding current value
$332,245
Previous $484,000 30.37%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$49.25 - $50.66 $141,593 - $145,647
-2,875 Reduced 29.74%
6,793 $337,000
Q4 2024

Jan 22, 2025
BUY
$49.79 - $51.14 $104,061 - $106,882
2,090 Added 27.58%
9,668 $484,000
Q3 2024

Oct 30, 2024
BUY
$49.93 - $51.15 $378,369 - $387,614
7,578 New
7,578 $387,000
Q2 2023

Jul 13, 2023
BUY
$49.5 - $51.06 $619,443 - $638,964
12,514 New
12,514 $628,000

Others Institutions Holding VTEB

# of Institutions
1,329
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email