Halpern Financial, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$47.36 - $51.14 $1,704 - $1,841	36 New	36 $1.84 Million
Q1 2022 Sep 21, 2023	BUY	$51.44 - $54.88 $840,735 - $896,958	16,344 New	16,344 $843 Million

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.66 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.61 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

$1.27 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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