Global Wealth Management Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Global Wealth Management Investment Advisory, Inc.

$490 Million
Q1 2025

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 8,451 shares of VTEB stock, worth $410,380. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,451

Previous 8,472 0.25%

Holding current value

$410,380

Previous $424,000 1.18%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$49.25 - $50.66 $1,034 - $1,063	-21 Reduced 0.25%	8,451 $419,000
Q4 2024 Jan 29, 2025	BUY	$49.79 - $51.14 $121,686 - $124,986	2,444 Added 40.54%	8,472 $424,000
Q2 2024 Aug 05, 2024	BUY	$49.55 - $50.44 $1,684 - $1,714	34 Added 0.57%	6,028 $302,000
Q1 2024 May 10, 2024	SELL	$50.36 - $51.06 $347,433 - $352,262	-6,899 Reduced 53.51%	5,994 $303,000
Q2 2023 Aug 10, 2023	BUY	$49.5 - $51.06 $742 - $765	15 Added 0.12%	12,893 $647,000
Q4 2022 Feb 07, 2023	BUY	$47.5 - $50.06 $36,527 - $38,496	769 Added 6.35%	12,878 $637,000
Q2 2022 Aug 15, 2022	BUY	$49.13 - $51.51 $15,770 - $16,534	321 Added 2.72%	12,109 $604,000
Q1 2022 May 17, 2022	BUY	$51.44 - $54.88 $13,785 - $14,707	268 Added 2.33%	11,788 $608,000
Q3 2021 Nov 16, 2021	BUY	$54.77 - $55.59 $29,740 - $30,185	543 Added 4.95%	11,520 $631,000
Q1 2021 May 17, 2021	BUY	$54.36 - $55.51 $279,356 - $285,265	5,139 Added 88.03%	10,977 $600,000
Q3 2020 Nov 16, 2020	BUY	$54.07 - $55.05 $315,660 - $321,381	5,838 New	5,838 $318,000
Q1 2020 May 14, 2020	SELL	$45.81 - $55.19 $15,254 - $18,378	-333 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$53.19 - $53.86 $17,712 - $17,935	333 New	333 $18,000

Others Institutions Holding VTEB

# of Institutions

1,336

Shares Held

564M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Global Wealth Management Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History