Foundations Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,981 shares of VTEB stock, worth $505,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,981
Previous 4,144 140.85%
Holding current value
$505,038
Previous $207,000 146.38%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$49.93 - $51.15 $291,441 - $298,562
5,837 Added 140.85%
9,981 $510,000
Q2 2024

Aug 02, 2024
SELL
$49.55 - $50.44 $279,362 - $284,380
-5,638 Reduced 57.64%
4,144 $207,000
Q1 2024

May 13, 2024
BUY
$50.36 - $51.06 $251,497 - $254,993
4,994 Added 104.3%
9,782 $494,000
Q4 2023

Feb 08, 2024
BUY
$47.36 - $51.14 $226,759 - $244,858
4,788 New
4,788 $244,000
Q2 2023

Jul 19, 2023
BUY
$49.5 - $51.06 $401,692 - $414,351
8,115 New
8,115 $407,000
Q2 2022

Jul 08, 2022
BUY
$49.13 - $51.51 $62,542 - $65,572
1,273 Added 12.33%
11,597 $583,000
Q1 2022

Apr 19, 2022
SELL
$51.44 - $54.88 $212,858 - $227,093
-4,138 Reduced 28.61%
10,324 $523,000
Q4 2021

Jan 21, 2022
SELL
$54.5 - $55.03 $46,488 - $46,940
-853 Reduced 5.57%
14,462 $788,000
Q3 2021

Oct 13, 2021
BUY
$54.77 - $55.59 $135,117 - $137,140
2,467 Added 19.2%
15,315 $838,000
Q2 2021

Jul 14, 2021
SELL
$54.58 - $55.46 $818 - $831
-15 Reduced 0.12%
12,848 $712,000
Q1 2021

Apr 09, 2021
BUY
$54.36 - $55.51 $699,232 - $714,025
12,863 New
12,863 $704,000

Others Institutions Holding VTEB

# of Institutions
1,175
Shares Held
508M
Call Options Held
39.6K
Put Options Held
85.7K
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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