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 $3.87 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

76,523

Previous 67,604 13.19%

Holding current value

$3.87 Million

Previous $3.39 Million 15.47%

% of portfolio

0.52%

Previous 0.48%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

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