Jaffetilchin Investment Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Jaffetilchin Investment Partners, LLC

$1.3 Billion
Q3 2024

Number of Shares

Holding current value

% of portfolio

0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$49.93 - $51.15 $0 - $0	0 New	0 $0
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $14,673 - $15,597	-305 Reduced 5.08%	5,694 $274,000
Q2 2022 Aug 15, 2022	BUY	$49.13 - $51.51 $343 - $360	7 Added 0.12%	5,999 $299,000
Q1 2022 May 13, 2022	SELL	$51.44 - $54.88 $12,551 - $13,390	-244 Reduced 3.91%	5,992 $296,000
Q4 2021 Feb 17, 2022	BUY	$54.5 - $55.03 $1,580 - $1,595	29 Added 0.47%	6,236 $342,000
Q3 2021 Oct 25, 2021	SELL	$54.77 - $55.59 $404,312 - $410,365	-7,382 Reduced 54.32%	6,207 $340,000
Q2 2021 Aug 09, 2021	BUY	$54.58 - $55.46 $405,365 - $411,901	7,427 Added 120.53%	13,589 $751,000
Q1 2021 May 10, 2021	SELL	$54.36 - $55.51 $67,515 - $68,943	-1,242 Reduced 16.77%	6,162 $337,000
Q4 2020 Feb 12, 2021	SELL	$54.06 - $55.19 $44,329 - $45,255	-820 Reduced 9.97%	7,404 $409,000
Q3 2020 Nov 09, 2020	BUY	$54.07 - $55.05 $2,054 - $2,091	38 Added 0.46%	8,224 $448,000
Q2 2020 Aug 03, 2020	BUY	$51.64 - $54.14 $354,973 - $372,158	6,874 Added 523.93%	8,186 $443,000
Q2 2020 Jul 31, 2020	SELL	$51.64 - $54.14 $650,870 - $682,380	-12,604 Reduced 90.57%	1,312 $443,000
Q1 2020 May 06, 2020	BUY	$45.81 - $55.19 $17,407 - $20,972	380 Added 2.81%	13,916 $736,000
Q4 2019 Jan 28, 2020	BUY	$53.19 - $53.86 $88,561 - $89,676	1,665 Added 14.03%	13,536 $725,000
Q3 2019 Oct 15, 2019	BUY	$53.22 - $53.72 $50,080 - $50,550	941 Added 8.61%	11,871 $637,000
Q2 2019 Aug 13, 2019	BUY	N/A	406 Added 3.86%	10,930 $580,000
Q1 2019 May 13, 2019	BUY	N/A	846 Added 8.74%	10,524 $549,000
Q4 2018 Feb 11, 2019	BUY	N/A	9,678 New	9,678 $494,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.77 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.59 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.59 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

View Full List

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