Financial Perspectives, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Financial Perspectives, Inc

$264 Billion
Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,661 shares of VTEB stock, worth $233,795. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,661

Previous 6,503 28.33%

Holding current value

$233,795

Previous $332 Million 28.96%

% of portfolio

0.09%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$50.36 - $51.06 $92,763 - $94,052	-1,842 Reduced 28.33%	4,661 $236 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $51.14 $88,563 - $95,631	1,870 Added 40.36%	6,503 $332 Million
Q2 2023 Jan 09, 2024	SELL	$49.5 - $51.06 $285,763 - $294,769	-5,773 Reduced 55.48%	4,633 $233 Million
Q1 2023 Jan 09, 2024	BUY	$49.32 - $51.02 $50,454 - $52,193	1,023 Added 10.9%	10,406 $527 Million
Q4 2022 Jan 09, 2024	BUY	$47.61 - $50.06 $407,541 - $428,513	8,560 Added 1040.1%	9,383 $464 Million

Q3 2022 Jan 09, 2024	BUY	N/A	405 Added 96.89%	823 $39.6 Million
Q1 2022 Jan 09, 2024	BUY	N/A	418 New	418 $21.5 Million

Others Institutions Holding VTEB

# of Institutions

1,105

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
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Financial Perspectives, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History