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 $3.68 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
73,368
Previous 29,931 145.12%
Holding current value
$3.68 Million
Previous $1.5 Million 150.17%
% of portfolio
0.08%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,176
Shares Held
510M
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
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email