Gradient Investments LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$49.55 - $50.44 $138,145 - $140,626	2,788 New	2,788 $139,000
Q4 2023 Jan 18, 2024	BUY	$47.36 - $51.14 $8,903 - $9,614	188 Added 5.13%	3,850 $196,000
Q3 2023 Oct 27, 2023	BUY	$48.03 - $50.5 $128,384 - $134,986	2,673 Added 270.27%	3,662 $176,000
Q2 2023 Jul 11, 2023	SELL	$49.5 - $51.06 $10,494 - $10,824	-212 Reduced 17.65%	989 $49,000
Q1 2023 Apr 17, 2023	BUY	$49.32 - $51.02 $59,233 - $61,275	1,201 New	1,201 $60,000
Q2 2022 Jul 11, 2022	SELL	$49.13 - $51.51 $10,120 - $10,611	-206 Closed	0 $0
Q1 2022 May 26, 2022	BUY	$51.44 - $54.88 $10,596 - $11,305	206 New	206 $11,000
Q1 2019 Apr 11, 2019	SELL	N/A	-316 Closed	0 $0
Q4 2018 Jan 18, 2019	BUY	N/A	316 New	316 $16,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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