Lakeridge Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,046 shares of VTEB stock, worth $307,318. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,046
Previous 6,323 4.38%
Holding current value
$307,318
Previous $320 Million 5.3%
% of portfolio
0.18%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$49.55 - $50.44 $13,725 - $13,971
-277 Reduced 4.38%
6,046 $303 Million
Q1 2024

Apr 29, 2024
SELL
$50.36 - $51.06 $15,057 - $15,266
-299 Reduced 4.52%
6,323 $320 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $51.14 $313,617 - $338,649
6,622 New
6,622 $338 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
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

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

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email