Kathleen S. Wright Associates Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 7,647 shares of VTEB stock, worth $371,338. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,647

Previous 14,647 47.79%

Holding current value

$371,338

Previous $734,000 48.37%

% of portfolio

0.15%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$49.25 - $50.66 $344,750 - $354,620	-7,000 Reduced 47.79%	7,647 $379,000
Q4 2024 Jan 24, 2025	BUY	$49.79 - $51.14 $468,026 - $480,716	9,400 Added 179.15%	14,647 $734,000
Q3 2024 Oct 11, 2024	BUY	$49.93 - $51.15 $112,192 - $114,934	2,247 Added 74.9%	5,247 $268,000
Q2 2024 Jul 17, 2024	BUY	$49.55 - $50.44 $148,650 - $151,320	3,000 New	3,000 $150,000
Q4 2022 Feb 01, 2023	BUY	$47.5 - $50.06 $95 - $100	2 New	2 $0

Others Institutions Holding VTEB

# of Institutions

1,336

Shares Held

564M

Call Options Held

17K

Put Options Held

599K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Kathleen S. Wright Associates Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History