Kovitz Investment Group Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Kovitz Investment Group Partners, LLC

$10.5 Billion
Q2 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 251,000 shares of VTEB stock, worth $12.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

251,000

Previous 193,309 29.84%

Holding current value

$12.8 Million

Previous $9.78 Million 28.59%

% of portfolio

0.12%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$49.55 - $50.44 $2.86 Million - $2.91 Million	57,691 Added 29.84%	251,000 $12.6 Million
Q1 2024 May 14, 2024	BUY	$50.36 - $51.06 $553,657 - $561,353	10,994 Added 6.03%	193,309 $9.78 Million
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $715,751 - $772,878	15,113 Added 9.04%	182,315 $9.31 Million
Q3 2023 Nov 09, 2023	BUY	$48.03 - $50.5 $1.18 Million - $1.24 Million	24,480 Added 17.15%	167,202 $8.04 Million
Q2 2023 Aug 08, 2023	SELL	$49.5 - $51.06 $2.79 Million - $2.88 Million	-56,425 Reduced 28.33%	142,722 $7.17 Million
Q1 2023 May 11, 2023	BUY	$49.32 - $51.02 $9.82 Million - $10.2 Million	199,147 New	199,147 $10.1 Million

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Kovitz Investment Group Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History