Financial Advocates Investment Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Advocates Investment Management holds 15,934 shares of VTEB stock, worth $796,221. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,934
Previous 11,884 34.08%
Holding current value
$796,221
Previous $595,000 36.81%
% of portfolio
0.05%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$49.93 - $51.15 $202,216 - $207,157
4,050 Added 34.08%
15,934 $814,000
Q2 2024

Jul 26, 2024
SELL
$49.55 - $50.44 $45,189 - $46,001
-912 Reduced 7.13%
11,884 $595,000
Q1 2024

May 01, 2024
BUY
$50.36 - $51.06 $198,972 - $201,738
3,951 Added 44.67%
12,796 $647,000
Q4 2023

Feb 08, 2024
SELL
$47.36 - $51.14 $218,282 - $235,704
-4,609 Reduced 34.26%
8,845 $451,000
Q3 2023

Oct 27, 2023
BUY
$48.03 - $50.5 $80,402 - $84,537
1,674 Added 14.21%
13,454 $647,000
Q2 2023

Aug 07, 2023
BUY
$49.5 - $51.06 $17,473 - $18,024
353 Added 3.09%
11,780 $591,000
Q1 2023

May 11, 2023
SELL
$49.32 - $51.02 $74,078 - $76,632
-1,502 Reduced 11.62%
11,427 $578,000
Q4 2022

Feb 14, 2023
SELL
$47.5 - $50.06 $242,630 - $255,706
-5,108 Reduced 28.32%
12,929 $639,000
Q3 2022

Nov 14, 2022
BUY
$48.11 - $51.14 $65,477 - $69,601
1,361 Added 8.16%
18,037 $868,000
Q2 2022

Aug 12, 2022
SELL
$49.13 - $51.51 $123,021 - $128,981
-2,504 Reduced 13.06%
16,676 $832,000
Q1 2022

May 11, 2022
SELL
$51.44 - $54.88 $450,100 - $480,200
-8,750 Reduced 31.33%
19,180 $989,000
Q4 2021

Feb 14, 2022
BUY
$54.5 - $55.03 $272 - $275
5 Added 0.02%
27,930 $1.53 Million
Q3 2021

Nov 04, 2021
SELL
$54.77 - $55.59 $13,090 - $13,286
-239 Reduced 0.85%
27,925 $1.53 Million
Q2 2021

Aug 03, 2021
BUY
$54.58 - $55.46 $79,031 - $80,306
1,448 Added 5.42%
28,164 $1.56 Million
Q1 2021

May 10, 2021
SELL
$54.36 - $55.51 $514,571 - $525,457
-9,466 Reduced 26.16%
26,716 $1.46 Million
Q4 2020

Feb 12, 2021
BUY
$54.06 - $55.19 $606,985 - $619,673
11,228 Added 44.99%
36,182 $2 Million
Q3 2020

Nov 04, 2020
BUY
$54.07 - $55.05 $30,711 - $31,268
568 Added 2.33%
24,954 $1.36 Million
Q2 2020

Aug 14, 2020
BUY
$51.64 - $54.14 $15,182 - $15,917
294 Added 1.22%
24,386 $1.32 Million
Q1 2020

Apr 29, 2020
SELL
$45.81 - $55.19 $74,166 - $89,352
-1,619 Reduced 6.3%
24,092 $1.27 Million
Q4 2019

Feb 13, 2020
BUY
$53.19 - $53.86 $502,805 - $509,138
9,453 Added 58.14%
25,711 $1.38 Million
Q3 2019

Nov 13, 2019
BUY
$53.22 - $53.72 $230,708 - $232,876
4,335 Added 36.36%
16,258 $872,000
Q2 2019

Aug 08, 2019
BUY
N/A
5,355 Added 81.53%
11,923 $633,000
Q1 2019

May 16, 2019
SELL
N/A
-256 Reduced 3.75%
6,568 $343,000
Q4 2018

Feb 14, 2019
SELL
N/A
-8,848 Reduced 56.46%
6,824 $0
Q3 2018

Nov 14, 2018
BUY
N/A
15,672 New
15,672 $0

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

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