Financial Strategies Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Financial Strategies Group, Inc.

  • $436 Million
  • Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 48,510 shares of VTEB stock, worth $2.37 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
48,510
Previous 45,344 6.98%
Holding current value
$2.37 Million
Previous $2.27 Million 5.9%
% of portfolio
0.55%
Previous 0.54%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$49.25 - $50.66 $155,925 - $160,389
3,166 Added 6.98%
48,510 $2.41 Million
Q4 2024

Jan 24, 2025
BUY
$49.79 - $51.14 $93,704 - $96,245
1,882 Added 4.33%
45,344 $2.27 Million
Q3 2024

Oct 31, 2024
BUY
$49.93 - $51.15 $1.19 Million - $1.22 Million
23,792 Added 120.96%
43,462 $2.22 Million
Q2 2024

Jul 17, 2024
BUY
$49.55 - $50.44 $39,045 - $39,746
788 Added 4.17%
19,670 $985,000
Q1 2024

Apr 18, 2024
BUY
$50.36 - $51.06 $133,504 - $135,360
2,651 Added 16.33%
18,882 $955,000
Q4 2023

Jan 30, 2024
SELL
$47.36 - $51.14 $462,138 - $499,024
-9,758 Reduced 37.55%
16,231 $828,000
Q3 2023

Oct 18, 2023
SELL
$48.03 - $50.5 $132,514 - $139,329
-2,759 Reduced 9.6%
25,989 $1.25 Million
Q2 2023

Jul 13, 2023
BUY
$49.5 - $51.06 $254,727 - $262,754
5,146 Added 21.8%
28,748 $1.44 Million
Q1 2023

May 02, 2023
SELL
$49.32 - $51.02 $113,731 - $117,652
-2,306 Reduced 8.9%
23,602 $1.2 Million
Q4 2022

Feb 10, 2023
BUY
$47.5 - $50.06 $314,592 - $331,547
6,623 Added 34.34%
25,908 $1.28 Million
Q3 2022

Oct 26, 2022
SELL
$48.11 - $51.14 $203,168 - $215,964
-4,223 Reduced 17.96%
19,285 $0
Q2 2022

Aug 08, 2022
SELL
$49.13 - $51.51 $382,919 - $401,468
-7,794 Reduced 24.9%
23,508 $1.17 Million
Q1 2022

Apr 29, 2022
BUY
$51.44 - $54.88 $101,336 - $108,113
1,970 Added 6.72%
31,302 $1.61 Million
Q4 2021

Feb 07, 2022
SELL
$54.5 - $55.03 $22,999 - $23,222
-422 Reduced 1.42%
29,332 $1.61 Million
Q3 2021

Nov 12, 2021
BUY
$54.77 - $55.59 $148,755 - $150,982
2,716 Added 10.05%
29,754 $1.63 Million
Q2 2021

Aug 13, 2021
BUY
$54.58 - $55.46 $103,374 - $105,041
1,894 Added 7.53%
27,038 $1.5 Million
Q1 2021

May 06, 2021
SELL
$54.36 - $55.51 $162,155 - $165,586
-2,983 Reduced 10.61%
25,144 $1.37 Million
Q4 2020

Feb 12, 2021
BUY
$54.06 - $55.19 $558,926 - $570,609
10,339 Added 58.12%
28,127 $1.55 Million
Q3 2020

Nov 13, 2020
BUY
$54.07 - $55.05 $231,419 - $235,614
4,280 Added 31.68%
17,788 $968,000
Q2 2020

Aug 12, 2020
BUY
$51.64 - $54.14 $430,677 - $451,527
8,340 Added 161.38%
13,508 $731,000
Q1 2020

May 12, 2020
BUY
$45.81 - $55.19 $236,746 - $285,221
5,168 New
5,168 $273,000

Others Institutions Holding VTEB

# of Institutions
1,330
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
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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