Jmg Financial Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History

Jmg Financial Group, Ltd.

$2.83 Billion
Q4 2024

A detailed history of Jmg Financial Group, Ltd. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 4,394 shares of VTEB stock, worth $220,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,394

Previous 6,963 36.9%

Holding current value

$220,710

Previous $355,000 38.03%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$49.79 - $51.14 $127,910 - $131,378	-2,569 Reduced 36.9%	4,394 $220,000
Q3 2024 Oct 22, 2024	SELL	$49.93 - $51.15 $1,098 - $1,125	-22 Reduced 0.31%	6,963 $355,000
Q2 2024 Jul 30, 2024	SELL	$49.55 - $50.44 $69,865 - $71,120	-1,410 Reduced 16.8%	6,985 $350,000
Q1 2024 Apr 30, 2024	BUY	$50.36 - $51.06 $153,598 - $155,733	3,050 Added 57.06%	8,395 $424,000
Q4 2023 Feb 01, 2024	BUY	$47.36 - $51.14 $253,139 - $273,343	5,345 New	5,345 $272,000

Others Institutions Holding VTEB

# of Institutions

1,242

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Jmg Financial Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History