Grand Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Grand Wealth Management, LLC

$205 Million
Q1 2024

A detailed history of Grand Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Grand Wealth Management, LLC holds 58,048 shares of VTEB stock, worth $2.92 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

58,048

Previous 40,472 43.43%

Holding current value

$2.92 Million

Previous $2.07 Million 42.16%

% of portfolio

1.44%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$50.36 - $51.06 $885,127 - $897,430	17,576 Added 43.43%	58,048 $2.94 Million
Q4 2023 Jan 29, 2024	BUY	$47.36 - $51.14 $54,748 - $59,117	1,156 Added 2.94%	40,472 $2.07 Million
Q3 2023 Nov 09, 2023	SELL	$48.03 - $50.5 $559,405 - $588,173	-11,647 Reduced 22.85%	39,316 $1.89 Million
Q2 2023 Aug 14, 2023	BUY	$49.5 - $51.06 $221,760 - $228,748	4,480 Added 9.64%	50,963 $2.56 Million
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $91,242 - $94,387	1,850 Added 4.14%	46,483 $2.35 Million

Q4 2022 Feb 06, 2023	BUY	$47.61 - $50.06 $521,091 - $547,906	10,945 Added 32.49%	44,633 $2.21 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-29,122 Reduced 46.37%	33,688 $1.62 Million
Q2 2022 Aug 25, 2022	SELL	N/A	-21,727 Reduced 25.7%	62,810 $3.14 Million
Q1 2022 Aug 25, 2022	SELL	N/A	-21,747 Reduced 20.46%	84,537 $4.36 Million
Q4 2021 Aug 25, 2022	BUY	N/A	106,284 New	106,284 $5.84 Million

Others Institutions Holding VTEB

# of Institutions

1,105

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Grand Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History