Kestra Private Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 142,147 shares of VTEB stock, worth $7.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

142,147

Previous 128,689 10.46%

Holding current value

$7.14 Million

Previous $6.58 Million 8.32%

% of portfolio

0.13%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$49.79 - $51.14 $670,073 - $688,242	13,458 Added 10.46%	142,147 $7.13 Million
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $876,471 - $897,887	17,554 Added 15.8%	128,689 $6.58 Million
Q2 2024 Aug 12, 2024	BUY	$49.55 - $50.44 $774,962 - $788,881	15,640 Added 16.38%	111,135 $5.57 Million
Q1 2024 May 02, 2024	BUY	$50.36 - $51.06 $1.73 Million - $1.76 Million	34,429 Added 56.38%	95,495 $4.83 Million
Q4 2023 Feb 05, 2024	BUY	$47.36 - $51.14 $1.56 Million - $1.69 Million	32,986 Added 117.47%	61,066 $3.12 Million
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $606,282 - $637,461	12,623 Added 81.67%	28,080 $1.35 Million
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $566,131 - $583,973	11,437 Added 284.5%	15,457 $776,000
Q1 2023 May 12, 2023	BUY	$49.32 - $51.02 $198,266 - $205,100	4,020 New	4,020 $203,000

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Kestra Private Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History