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

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 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 29,710 shares of VTEB stock, worth $1.51 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
29,710
Previous 30,783 3.49%
Holding current value
$1.51 Million
Previous $1.56 Million 4.43%
% of portfolio
0.62%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
24,358 New
24,358 $1.17 Million

Others Institutions Holding VTEB

# of Institutions
1,141
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email