Lake Point Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lake Point Wealth Management holds 6,600 shares of VTEB stock, worth $331,518. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,600

Previous 6,661 0.92%

Holding current value

$331,518

Previous $343,000 4.08%

% of portfolio

0.19%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$49.13 - $51.51 $2,996 - $3,142	-61 Reduced 0.92%	6,600 $329,000
Q2 2021 Aug 04, 2021	SELL	$54.58 - $55.46 $2.67 Million - $2.72 Million	-48,998 Reduced 88.03%	6,661 $368,000
Q1 2020 May 18, 2020	SELL	$45.81 - $55.19 $54,788 - $66,007	-1,196 Reduced 2.1%	55,659 $2.94 Million
Q4 2019 Feb 13, 2020	BUY	$53.19 - $53.86 $419,084 - $424,362	7,879 Added 16.09%	56,855 $3.04 Million
Q1 2019 Aug 07, 2019	BUY	N/A	29,086 Added 146.23%	48,976 $2.6 Million
Q4 2018 Feb 21, 2019	BUY	N/A	19,890 New	19,890 $1.02 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Account

Lake Point Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History