Icon Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Icon Wealth Advisors, LLC

$1.07 Billion
Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 13,325 shares of VTEB stock, worth $669,581. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,325

Previous 12,746 4.54%

Holding current value

$669,581

Previous $650,000 3.69%

% of portfolio

0.06%

Previous 0.07%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$50.36 - $51.06 $29,158 - $29,563	579 Added 4.54%	13,325 $674,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $182,099 - $196,633	3,845 Added 43.2%	12,746 $650,000
Q4 2022 Feb 14, 2023	BUY	$47.61 - $50.06 $423,776 - $445,584	8,901 New	8,901 $440,000

Others Institutions Holding VTEB

# of Institutions

1,104

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Icon Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History