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

Financial Perspectives, Inc

$298 Billion
Q4 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 3,661 shares of VTEB stock, worth $183,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,661

Previous 4,661 21.45%

Holding current value

$183,745

Previous $238 Million 22.98%

% of portfolio

0.06%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$49.79 - $51.14 $49,790 - $51,140	-1,000 Reduced 21.45%	3,661 $184 Million
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	$47.5 - $50.06 $406,600 - $428,513	8,560 Added 1040.1%	9,383 $464 Million
Q3 2022 Jan 09, 2024	BUY	$48.11 - $51.14 $19,484 - $20,711	405 Added 96.89%	823 $39.6 Million
Q1 2022 Jan 09, 2024	BUY	$51.44 - $54.88 $21,501 - $22,939	418 New	418 $21.5 Million

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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