Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Forum Private Client Group LLC

$225 Billion
Q3 2024

A detailed history of Forum Private Client Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Private Client Group LLC holds 21,226 shares of VTEB stock, worth $1.06 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

21,226

Previous 20,206 5.05%

Holding current value

$1.06 Million

Previous $1.01 Billion 7.16%

% of portfolio

0.48%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $50,928 - $52,173	1,020 Added 5.05%	21,226 $1.09 Billion
Q2 2024 Aug 13, 2024	BUY	$49.55 - $50.44 $220,646 - $224,609	4,453 Added 28.27%	20,206 $1.01 Billion
Q1 2024 May 15, 2024	BUY	$50.36 - $51.06 $363,548 - $368,602	7,219 Added 84.59%	15,753 $797 Million
Q4 2023 Jan 19, 2024	BUY	$47.36 - $51.14 $404,170 - $436,428	8,534 New	8,534 $436 Million
Q2 2023 Aug 02, 2023	BUY	$49.5 - $51.06 $52,668 - $54,327	1,064 Added 16.73%	7,425 $372,000
Q1 2023 May 15, 2023	BUY	$49.32 - $51.02 $15,733 - $16,275	319 Added 5.28%	6,361 $322,000
Q4 2022 Feb 10, 2023	BUY	$47.5 - $50.06 $53,675 - $56,567	1,130 Added 23.0%	6,042 $299,000
Q3 2022 Nov 10, 2022	BUY	$48.11 - $51.14 $236,316 - $251,199	4,912 New	4,912 $236,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History