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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Iht Wealth Management, LLC holds 72,095 shares of VTEB stock, worth $3.61 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
72,095
Previous 52,087 38.41%
Holding current value
$3.61 Million
Previous $2.66 Million 37.19%
% of portfolio
0.14%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$50.36 - $51.06 $1.01 Million - $1.02 Million
20,008 Added 38.41%
72,095 $3.65 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $51.14 $198,391 - $214,225
4,189 Added 8.75%
52,087 $2.66 Million
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.5 $338,035 - $355,419
7,038 Added 17.22%
47,898 $2.3 Million
Q2 2023

Aug 14, 2023
BUY
$49.5 - $51.06 $112,117 - $115,650
2,265 Added 5.87%
40,860 $2.05 Million
Q1 2023

May 15, 2023
BUY
$49.32 - $51.02 $315,006 - $325,864
6,387 Added 19.83%
38,595 $1.96 Million
Q4 2022

Feb 14, 2023
SELL
$47.61 - $50.06 $1.12 Million - $1.18 Million
-23,563 Reduced 42.25%
32,208 $1.59 Million
Q3 2022

Nov 22, 2022
BUY
N/A
43,557 Added 356.62%
55,771 $2.69 Million
Q2 2022

Aug 15, 2022
BUY
N/A
8,126 Added 198.78%
12,214 $610,000
Q1 2022

May 16, 2022
SELL
N/A
-7,753 Reduced 65.48%
4,088 $211,000
Q4 2021

Feb 14, 2022
BUY
N/A
289 Added 2.5%
11,841 $650,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,124 Reduced 8.87%
11,552 $633,000
Q2 2021

Aug 16, 2021
BUY
N/A
485 Added 3.98%
12,676 $701,000
Q1 2021

May 18, 2021
SELL
N/A
-759 Reduced 5.86%
12,191 $666,000
Q4 2020

Feb 17, 2021
BUY
N/A
2,861 Added 28.36%
12,950 $715,000
Q3 2020

Nov 19, 2020
BUY
N/A
5,585 Added 124.0%
10,089 $549,000
Q2 2020

Aug 14, 2020
SELL
N/A
-228 Reduced 4.82%
4,504 $244,000
Q1 2020

May 13, 2020
BUY
N/A
455 Added 10.64%
4,732 $272,000
Q4 2019

Feb 18, 2020
BUY
N/A
4,277 New
4,277 $229,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,122 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
1 Added 0.05%
2,122 $108,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,121
2,121 $109,000

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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