Intergy Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Intergy Private Wealth, LLC

$260 Million
Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 29,805 shares of VTEB stock, worth $1.51 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

29,805

Previous 29,710 0.32%

Holding current value

$1.51 Million

Previous $1.49 Million 2.35%

% of portfolio

0.59%

Previous 0.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$49.93 - $51.15 $4,743 - $4,859	95 Added 0.32%	29,805 $1.52 Million
Q2 2024 Jul 15, 2024	SELL	$49.55 - $50.44 $53,167 - $54,122	-1,073 Reduced 3.49%	29,710 $1.49 Million
Q1 2024 Apr 24, 2024	SELL	$50.36 - $51.06 $15,359 - $15,573	-305 Reduced 0.98%	30,783 $1.56 Million
Q4 2023 Jan 11, 2024	BUY	$47.36 - $51.14 $1.47 Million - $1.59 Million	31,088 New	31,088 $1.59 Million
Q1 2023 May 03, 2023	BUY	$49.32 - $51.02 $330,098 - $341,476	6,693 New	6,693 $339,000
Q3 2022 Oct 18, 2022	BUY	$48.11 - $51.14 $1.17 Million - $1.25 Million	24,358 New	24,358 $1.17 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

Intergy Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History