A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 18,536 shares of VTEB stock, worth $900,108. This represents 0.77% of its overall portfolio holdings.

Number of Shares
18,536
Previous 29,592 37.36%
Holding current value
$900,108
Previous $1.47 Billion 38.11%
% of portfolio
0.77%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
$48.13 - $49.85 $532,125 - $551,141
-11,056 Reduced 37.36%
18,536 $909 Million
Q1 2025

Apr 24, 2025

SELL
$49.25 - $50.66 $260,483 - $267,940
-5,289 Reduced 15.16%
29,592 $1.47 Billion
Q4 2024

Feb 11, 2025

BUY
$49.79 - $51.14 $1.74 Million - $1.78 Million
34,881 New
34,881 $1.75 Billion

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Journey Beyond Wealth, LLC Portfolio

Follow Journey Beyond Wealth, LLC 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 Journey Beyond Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Beyond Wealth, LLC with notifications on news.