Insight Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 76,523 shares of VTEB stock, worth $3.83 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
76,523
Previous 67,604 13.19%
Holding current value
$3.83 Million
Previous $3.39 Million 15.47%
% of portfolio
0.52%
Previous 0.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$49.93 - $51.15 $445,325 - $456,206
8,919 Added 13.19%
76,523 $3.91 Million
Q2 2024

Jul 08, 2024
BUY
$49.55 - $50.44 $294,525 - $299,815
5,944 Added 9.64%
67,604 $3.39 Million
Q1 2024

Apr 05, 2024
BUY
$50.36 - $51.06 $164,777 - $167,068
3,272 Added 5.6%
61,660 $3.12 Million
Q4 2023

Jan 12, 2024
BUY
$47.36 - $51.14 $338,624 - $365,651
7,150 Added 13.95%
58,388 $2.98 Million
Q3 2023

Oct 13, 2023
BUY
$48.03 - $50.5 $27,425 - $28,835
571 Added 1.13%
51,238 $2.46 Million
Q2 2023

Jul 14, 2023
BUY
$49.5 - $51.06 $645,529 - $665,873
13,041 Added 34.66%
50,667 $2.54 Million
Q1 2023

Apr 06, 2023
SELL
$49.32 - $51.02 $43,105 - $44,591
-874 Reduced 2.27%
37,626 $1.91 Million
Q4 2022

Jan 06, 2023
BUY
$47.5 - $50.06 $126,492 - $133,309
2,663 Added 7.43%
38,500 $0
Q2 2022

Jul 01, 2022
BUY
$49.13 - $51.51 $40,090 - $42,032
816 Added 2.33%
35,837 $1.79 Million
Q1 2022

Apr 12, 2022
BUY
$51.44 - $54.88 $74,639 - $79,630
1,451 Added 4.32%
35,021 $1.81 Million
Q4 2021

Jan 31, 2022
BUY
$54.5 - $55.03 $1.83 Million - $1.85 Million
33,570 New
33,570 $1.84 Million

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

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