Joel Adams & Associates, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Joel Adams & Associates, Inc.

$113 Billion
Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 194,330 shares of VTEB stock, worth $9.71 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares

194,330

Previous 217,128 10.5%

Holding current value

$9.71 Million

Previous $10.8 Billion 11.56%

% of portfolio

8.43%

Previous 9.69%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$48.13 - $49.85 $1.1 Million - $1.14 Million	-22,798 Reduced 10.5%	194,330 $9.53 Billion
Q1 2025 Apr 22, 2025	SELL	$49.25 - $50.66 $227,288 - $233,795	-4,615 Reduced 2.08%	217,128 $10.8 Billion
Q4 2024 Jan 31, 2025	BUY	$49.79 - $51.14 $11 Million - $11.3 Million	221,743 New	221,743 $11.1 Billion

Others Institutions Holding VTEB

# of Institutions

1,331

Shares Held

564M

Call Options Held

124K

Put Options Held

62.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Joel Adams & Associates, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History