Herold Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$49.13 - $51.51 $14,739 - $15,453	-300 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$51.44 - $54.88 $15,432 - $16,464	300 New	300 $0

Others Institutions Holding VTEB

# of Institutions

1,291

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.95 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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