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

Fsm Wealth Advisors, LLC

$298 Million
Q2 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 9,189 shares of VTEB stock, worth $469,649. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,189

Previous 10,489 12.39%

Holding current value

$469,649

Previous $530,000 13.21%

% of portfolio

0.15%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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