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

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	BUY	$48.11 - $51.14 $241,031 - $256,211	5,010 New	5,010 $241,000
Q2 2022 Aug 09, 2022	SELL	$49.13 - $51.51 $729,040 - $764,356	-14,839 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$51.44 - $54.88 $14,043 - $14,982	273 Added 1.87%	14,839 $764,000
Q4 2021 Jan 18, 2022	BUY	$54.5 - $55.03 $42,455 - $42,868	779 Added 5.65%	14,566 $799,000
Q3 2021 Oct 19, 2021	BUY	$54.77 - $55.59 $37,462 - $38,023	684 Added 5.22%	13,787 $755,000
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $27,126 - $27,563	497 Added 3.94%	13,103 $724,000
Q1 2021 Apr 23, 2021	BUY	$54.36 - $55.51 $68,221 - $69,665	1,255 Added 11.06%	12,606 $688,000
Q4 2020 Feb 02, 2021	BUY	$54.06 - $55.19 $613,635 - $626,461	11,351 New	11,351 $626,000

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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