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

Financial Advocates Investment Management

$1.71 Billion
Q4 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 18,871 shares of VTEB stock, worth $947,890. This represents 0.06% of its overall portfolio holdings.

Number of Shares

18,871

Previous 15,934 18.43%

Holding current value

$947,890

Previous $814,000 16.22%

% of portfolio

0.06%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$49.79 - $51.14 $146,233 - $150,198	2,937 Added 18.43%	18,871 $946,000
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

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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