Jackson, Grant Investment Advisers, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $246 Million
  • Q2 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 23,191 shares of VTEB stock, worth $1.19 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
23,191
Previous 23,392 0.86%
Holding current value
$1.19 Million
Previous $1.18 Million 1.78%
% of portfolio
0.47%
Previous 0.49%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$49.55 - $50.44 $9,959 - $10,138
-201 Reduced 0.86%
23,191 $1.16 Million
Q1 2024

May 08, 2024
BUY
$50.36 - $51.06 $158,684 - $160,890
3,151 Added 15.57%
23,392 $1.18 Million
Q4 2023

Feb 01, 2024
SELL
$47.36 - $51.14 $315,559 - $340,745
-6,663 Reduced 24.77%
20,241 $1.03 Million
Q3 2023

Oct 13, 2023
BUY
$48.03 - $50.5 $17,146 - $18,028
357 Added 1.34%
26,904 $1.29 Million
Q2 2023

Aug 01, 2023
SELL
$49.5 - $51.06 $15,295 - $15,777
-309 Reduced 1.15%
26,547 $1.33 Million
Q1 2023

May 02, 2023
BUY
$49.32 - $51.02 $374,930 - $387,854
7,602 Added 39.48%
26,856 $1.36 Million
Q4 2022

Jan 26, 2023
SELL
$47.5 - $50.06 $341,050 - $359,430
-7,180 Reduced 27.16%
19,254 $0
Q3 2022

Nov 14, 2022
BUY
$48.11 - $51.14 $5,628 - $5,983
117 Added 0.44%
26,434 $1.27 Million
Q2 2022

Aug 04, 2022
BUY
$49.13 - $51.51 $49,228 - $51,613
1,002 Added 3.96%
26,317 $1.31 Million
Q1 2022

Apr 28, 2022
BUY
$51.44 - $54.88 $1.3 Million - $1.39 Million
25,315 New
25,315 $1.31 Million
Q4 2021

Jan 24, 2022
SELL
$54.5 - $55.03 $1.26 Million - $1.27 Million
-23,105 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
$54.77 - $55.59 $41,132 - $41,748
751 Added 3.36%
23,105 $1.27 Million
Q2 2021

Jul 15, 2021
SELL
$54.58 - $55.46 $258,872 - $263,046
-4,743 Reduced 17.5%
22,354 $1.24 Million
Q1 2021

Apr 22, 2021
BUY
$54.36 - $55.51 $8,588 - $8,770
158 Added 0.59%
27,097 $1.48 Million
Q4 2020

Mar 03, 2021
BUY
$54.06 - $55.19 $217,699 - $222,250
4,027 Added 17.58%
26,939 $1.49 Million
Q3 2020

Nov 12, 2020
BUY
$54.07 - $55.05 $135,445 - $137,900
2,505 Added 12.28%
22,912 $1.25 Million
Q2 2020

Aug 14, 2020
BUY
$51.64 - $54.14 $5,835 - $6,117
113 Added 0.56%
20,407 $1.11 Million
Q1 2020

May 12, 2020
BUY
$45.81 - $55.19 $74,899 - $90,235
1,635 Added 8.76%
20,294 $1.07 Million
Q4 2019

Feb 05, 2020
BUY
$53.19 - $53.86 $187,760 - $190,125
3,530 Added 23.33%
18,659 $999,000
Q3 2019

Nov 20, 2019
BUY
$53.22 - $53.72 $213,731 - $215,739
4,016 Added 36.14%
15,129 $811,000
Q2 2019

Aug 13, 2019
BUY
N/A
11,113 New
11,113 $590,000

Others Institutions Holding VTEB

# of Institutions
1,142
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 Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. 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 Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email