Ht Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Ht Partners LLC

$282 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$50.36 - $51.06 $319,383 - $323,822	6,342 Added 79.96%	14,273 $722,000
Q4 2023 Jan 18, 2024	SELL	$47.36 - $51.14 $39.1 Million - $42.2 Million	-824,967 Reduced 99.05%	7,931 $404,000
Q3 2023 Oct 16, 2023	BUY	$48.03 - $50.5 $2.21 Million - $2.32 Million	45,930 Added 5.84%	832,898 $40.1 Million
Q1 2023 Apr 26, 2023	BUY	$49.32 - $51.02 $622,763 - $644,229	12,627 Added 1.63%	786,968 $39.9 Million
Q4 2022 Jan 26, 2023	BUY	$47.5 - $50.06 $142,500 - $150,180	3,000 Added 0.39%	774,341 $0
Q2 2022 Jul 19, 2022	BUY	$49.13 - $51.51 $37.9 Million - $39.7 Million	771,341 New	771,341 $38.5 Million

Others Institutions Holding VTEB

# of Institutions

1,178

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.57 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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