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 $335,478. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,600
Previous 6,661 0.92%
Holding current value
$335,478
Previous $343,000 4.08%
% of portfolio
0.19%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
SELL
N/A
-61 Reduced 0.92%
6,600 $329,000
Q2 2021

Aug 04, 2021
SELL
N/A
-48,998 Reduced 88.03%
6,661 $368,000
Q1 2020

May 18, 2020
SELL
N/A
-1,196 Reduced 2.1%
55,659 $2.94 Million
Q4 2019

Feb 13, 2020
BUY
N/A
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
1,141
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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