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

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 12,746 shares of VTEB stock, worth $638,192. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,746
Previous 12,550 1.56%
Holding current value
$638,192
Previous $630,000 2.7%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.5 $9,413 - $9,898
196 Added 1.56%
12,746 $613,000
Q2 2023

Aug 03, 2023
BUY
$49.5 - $51.06 $220,918 - $227,880
4,463 Added 55.19%
12,550 $630,000
Q1 2023

May 11, 2023
BUY
$49.32 - $51.02 $398,850 - $412,598
8,087 New
8,087 $409,000

Others Institutions Holding VTEB

# of Institutions
1,103
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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