Kingsview Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 73,368 shares of VTEB stock, worth $3.71 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

73,368

Previous 29,931 145.12%

Holding current value

$3.71 Million

Previous $1.5 Million 150.17%

% of portfolio

0.08%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $2.17 Million - $2.22 Million	43,437 Added 145.12%	73,368 $3.75 Million
Q2 2024 Aug 14, 2024	BUY	$49.55 - $50.44 $476,770 - $485,333	9,622 Added 47.38%	29,931 $1.5 Million
Q1 2024 May 09, 2024	BUY	$50.36 - $51.06 $261,872 - $265,512	5,200 Added 34.42%	20,309 $1.03 Million
Q4 2023 Feb 08, 2024	SELL	$47.36 - $51.14 $1.48 Million - $1.6 Million	-31,355 Reduced 67.48%	15,109 $771,000
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $1.69 Million - $1.78 Million	35,210 Added 312.87%	46,464 $2.23 Million
Q2 2023 Aug 10, 2023	BUY	$49.5 - $51.06 $300,217 - $309,678	6,065 Added 116.88%	11,254 $565,000
Q1 2023 May 15, 2023	SELL	$49.32 - $51.02 $28,802 - $29,795	-584 Reduced 10.12%	5,189 $262,000
Q4 2022 Feb 13, 2023	SELL	$47.5 - $50.06 $141,407 - $149,028	-2,977 Reduced 34.02%	5,773 $285,000
Q3 2022 Nov 14, 2022	BUY	$48.11 - $51.14 $128,309 - $136,390	2,667 Added 43.84%	8,750 $421,000
Q2 2022 Aug 16, 2022	BUY	$49.13 - $51.51 $83,815 - $87,876	1,706 Added 38.98%	6,083 $304,000
Q1 2022 Feb 08, 2024	SELL	$51.44 - $54.88 $551,899 - $588,807	-10,729 Reduced 71.01%	4,380 $0
Q4 2021 Feb 17, 2022	BUY	$54.5 - $55.03 $381 - $385	7 Added 0.16%	4,377 $240,000
Q3 2021 Dec 03, 2021	BUY	$54.77 - $55.59 $328 - $333	6 Added 0.14%	4,370 $239,000
Q2 2021 Aug 17, 2021	BUY	$54.58 - $55.46 $272 - $277	5 Added 0.11%	4,364 $241,000
Q1 2021 May 24, 2021	BUY	$54.36 - $55.51 $217 - $222	4 Added 0.09%	4,359 $238,000
Q4 2020 Feb 16, 2021	BUY	$54.06 - $55.19 $432 - $441	8 Added 0.18%	4,355 $240,000
Q3 2020 Nov 19, 2020	BUY	$54.07 - $55.05 $378 - $385	7 Added 0.16%	4,347 $237,000
Q2 2020 Aug 14, 2020	BUY	$51.64 - $54.14 $361 - $378	7 Added 0.16%	4,340 $235,000
Q1 2020 May 11, 2020	BUY	$45.81 - $55.19 $198,494 - $239,138	4,333 New	4,333 $229,000

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

Ticker VTEB
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Kingsview Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History