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

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

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 5,247 shares of VTEB stock, worth $265,393. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,247
Previous 3,000 74.9%
Holding current value
$265,393
Previous $150,000 78.67%
% of portfolio
0.11%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,175
Shares Held
508M
Call Options Held
39.6K
Put Options Held
85.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
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More about VTEB
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