Falcon Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 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 6,218 shares of VTEB stock, worth $303,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,218
Previous 6,793 8.46%
Holding current value
$303,811
Previous $337,000 9.79%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$48.13 - $49.85 $27,674 - $28,663
-575 Reduced 8.46%
6,218 $304,000
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
1,332
Shares Held
561M
Call Options Held
16.3K
Put Options Held
422K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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