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

Iht Wealth Management, LLC

$3.44 Billion
Q3 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 102,766 shares of VTEB stock, worth $5.15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

102,766

Previous 76,541 34.26%

Holding current value

$5.15 Million

Previous $3.84 Million 36.98%

% of portfolio

0.15%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$49.93 - $51.15 $1.31 Million - $1.34 Million	26,225 Added 34.26%	102,766 $5.25 Million
Q2 2024 Aug 14, 2024	BUY	$49.55 - $50.44 $220,299 - $224,256	4,446 Added 6.17%	76,541 $3.84 Million
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	$47.5 - $50.06 $1.12 Million - $1.18 Million	-23,563 Reduced 42.25%	32,208 $1.59 Million
Q3 2022 Nov 22, 2022	BUY	$48.11 - $51.14 $2.1 Million - $2.23 Million	43,557 Added 356.62%	55,771 $2.69 Million
Q2 2022 Aug 15, 2022	BUY	$49.13 - $51.51 $399,230 - $418,570	8,126 Added 198.78%	12,214 $610,000
Q1 2022 May 16, 2022	SELL	$51.44 - $54.88 $398,814 - $425,484	-7,753 Reduced 65.48%	4,088 $211,000
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $15,750 - $15,903	289 Added 2.5%	11,841 $650,000
Q3 2021 Nov 15, 2021	SELL	$54.77 - $55.59 $61,561 - $62,483	-1,124 Reduced 8.87%	11,552 $633,000
Q2 2021 Aug 16, 2021	BUY	$54.58 - $55.46 $26,471 - $26,898	485 Added 3.98%	12,676 $701,000
Q1 2021 May 18, 2021	SELL	$54.36 - $55.51 $41,259 - $42,132	-759 Reduced 5.86%	12,191 $666,000
Q4 2020 Feb 17, 2021	BUY	$54.06 - $55.19 $154,665 - $157,898	2,861 Added 28.36%	12,950 $715,000
Q3 2020 Nov 19, 2020	BUY	$54.07 - $55.05 $301,980 - $307,454	5,585 Added 124.0%	10,089 $549,000
Q2 2020 Aug 14, 2020	SELL	$51.64 - $54.14 $11,773 - $12,343	-228 Reduced 4.82%	4,504 $244,000
Q1 2020 May 13, 2020	BUY	$45.81 - $55.19 $20,843 - $25,111	455 Added 10.64%	4,732 $272,000
Q4 2019 Feb 18, 2020	BUY	$53.19 - $53.86 $227,493 - $230,359	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

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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