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 6,028 shares of VTEB stock, worth $304,896. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,028
Previous 6,028 -0.0%
Holding current value
$304,896
Previous $302,000 1.99%
% of portfolio
0.07%
Previous 0.07%

Shares

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

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.