A detailed history of Forum Financial Management, LP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Financial Management, LP holds 132,575 shares of VTEB stock, worth $6.72 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
132,575
Previous 132,575 -0.0%
Holding current value
$6.72 Million
Previous $6.65 Million -0.0%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$49.79 - $51.14 $6.07 Million - $6.23 Million
121,893 Added 1141.11%
132,575 $6.65 Million
Q3 2024

Oct 29, 2024

BUY
$49.93 - $51.15 $273,716 - $280,404
5,482 Added 105.42%
10,682 $546,000
Q2 2024

Jul 30, 2024

SELL
$49.55 - $50.44 $297 - $302
-6 Reduced 0.12%
5,200 $260,000
Q1 2024

May 09, 2024

BUY
$50.36 - $51.06 $39,079 - $39,622
776 Added 17.52%
5,206 $263,000
Q4 2023

Feb 07, 2024

BUY
$47.36 - $51.14 $3,362 - $3,630
71 Added 1.63%
4,430 $226,000
Q3 2023

Nov 03, 2023

BUY
$48.03 - $50.5 $209,362 - $220,129
4,359 New
4,359 $209,000
Q2 2022

Aug 15, 2022

SELL
$49.13 - $51.51 $1.04 Million - $1.09 Million
-21,226 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$51.44 - $54.88 $1.46 Million - $1.56 Million
-28,447 Reduced 57.27%
21,226 $1.09 Million
Q4 2021

Feb 18, 2022

BUY
$54.5 - $55.03 $2.71 Million - $2.73 Million
49,673 New
49,673 $2.73 Million

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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