Foster Victor Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 288,811 shares of VTEB stock, worth $14.5 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
288,811
Previous 259,708 11.21%
Holding current value
$14.5 Million
Previous $13.3 Million 10.22%
% of portfolio
1.33%
Previous 1.36%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$50.36 - $51.06 $1.47 Million - $1.49 Million
29,103 Added 11.21%
288,811 $14.6 Million
Q4 2023

Jan 19, 2024
BUY
$47.36 - $51.14 $5,114 - $5,523
108 Added 0.04%
259,708 $13.3 Million
Q3 2023

Oct 13, 2023
BUY
$48.03 - $50.5 $287,171 - $301,939
5,979 Added 2.36%
259,600 $12.5 Million
Q2 2023

Jul 14, 2023
SELL
$49.5 - $51.06 $240,718 - $248,304
-4,863 Reduced 1.88%
253,621 $12.7 Million
Q1 2023

Apr 20, 2023
SELL
$49.32 - $51.02 $239,202 - $247,447
-4,850 Reduced 1.84%
258,484 $13.1 Million
Q4 2022

Jan 27, 2023
BUY
$47.61 - $50.06 $12.1 Million - $12.7 Million
253,289 Added 2521.54%
263,334 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-86 Reduced 0.85%
10,045 $488,000
Q2 2022

Jul 19, 2022
SELL
N/A
-636 Reduced 5.91%
10,131 $509,000
Q1 2022

Apr 14, 2022
BUY
N/A
1,083 Added 11.18%
10,767 $552,000
Q4 2021

Jan 19, 2022
BUY
N/A
3,449 Added 55.32%
9,684 $527,000
Q3 2021

Oct 08, 2021
BUY
N/A
304 Added 5.13%
6,235 $341,000
Q2 2021

Jul 29, 2021
BUY
N/A
106 Added 1.82%
5,931 $328,000
Q1 2021

Apr 23, 2021
BUY
N/A
357 Added 6.53%
5,825 $320,000
Q4 2020

Feb 08, 2021
BUY
N/A
186 Added 3.52%
5,468 $302,000
Q3 2020

Oct 26, 2020
SELL
N/A
-193 Reduced 3.53%
5,282 $288,000
Q2 2020

Aug 03, 2020
BUY
N/A
244 Added 4.66%
5,475 $296,000
Q1 2020

Apr 29, 2020
SELL
N/A
-130 Reduced 2.42%
5,231 $278,000
Q4 2019

Jan 13, 2020
BUY
N/A
233 Added 4.54%
5,361 $289,000
Q3 2019

Oct 11, 2019
BUY
N/A
204 Added 4.14%
5,128 $275,000
Q2 2019

Jul 16, 2019
BUY
N/A
478 Added 10.75%
4,924 $261,000
Q1 2019

May 03, 2019
BUY
N/A
190 Added 4.46%
4,446 $232,000
Q4 2018

Mar 04, 2019
BUY
N/A
4,256 New
4,256 $217,000

Others Institutions Holding VTEB

# of Institutions
1,103
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
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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