Leeward Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Leeward Financial Partners, LLC

$263 Million
Q3 2024

A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 27,709 shares of VTEB stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

27,709

Previous 26,852 3.19%

Holding current value

$1.4 Million

Previous $1.35 Million 5.28%

% of portfolio

0.54%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$49.93 - $51.15 $42,790 - $43,835	857 Added 3.19%	27,709 $1.42 Million
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $55,446 - $56,442	1,119 Added 4.35%	26,852 $1.35 Million
Q1 2024 Apr 19, 2024	BUY	$50.36 - $51.06 $206,173 - $209,039	4,094 Added 18.92%	25,733 $1.3 Million
Q4 2023 Jan 26, 2024	BUY	$47.36 - $51.14 $98,177 - $106,013	2,073 Added 10.59%	21,639 $1.1 Million
Q3 2023 Oct 31, 2023	BUY	$48.03 - $50.5 $146,299 - $153,823	3,046 Added 18.44%	19,566 $941,000
Q2 2023 Aug 07, 2023	BUY	$49.5 - $51.06 $817,740 - $843,511	16,520 New	16,520 $829,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

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 Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Account

Leeward Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History