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

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,310 shares of VTEB stock, worth $514,984. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,310

Previous 10,284 0.25%

Holding current value

$514,984

Previous $525,000 1.71%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$49.79 - $51.14 $1,294 - $1,329	26 Added 0.25%	10,310 $516,000
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $54,673 - $56,009	1,095 Added 11.92%	10,284 $525,000
Q2 2024 Jul 12, 2024	SELL	$49.55 - $50.44 $64,414 - $65,572	-1,300 Reduced 12.39%	9,189 $460,000
Q1 2024 May 14, 2024	SELL	$50.36 - $51.06 $213,627 - $216,596	-4,242 Reduced 28.8%	10,489 $530,000
Q4 2023 May 14, 2024	BUY	$47.36 - $51.14 $35,046 - $37,843	740 Added 5.29%	14,731 $752,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $107,058 - $112,564	2,229 Added 18.95%	13,991 $672,000
Q2 2023 Jul 12, 2023	BUY	$49.5 - $51.06 $157,905 - $162,881	3,190 Added 37.21%	11,762 $590,000
Q1 2023 Apr 24, 2023	BUY	$49.32 - $51.02 $219,671 - $227,243	4,454 Added 108.16%	8,572 $434,000
Q4 2022 Jan 19, 2023	BUY	$47.5 - $50.06 $195,605 - $206,147	4,118 New	4,118 $0

Others Institutions Holding VTEB

# of Institutions

1,274

Shares Held

538M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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