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

1,189

Shares Held

511M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

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 Jaffetilchin Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jaffetilchin Investment Partners, LLC with notifications on news.

Account