Legacy Capital Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 14,156 shares of VTEB stock, worth $710,348. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,156

Previous 11,947 18.49%

Holding current value

$710,348

Previous $610,000 16.23%

% of portfolio

0.16%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$49.79 - $51.14 $109,986 - $112,968	2,209 Added 18.49%	14,156 $709,000
Q3 2024 Nov 04, 2024	BUY	$49.93 - $51.15 $5,592 - $5,728	112 Added 0.95%	11,947 $610,000
Q2 2024 Aug 01, 2024	BUY	$49.55 - $50.44 $586,424 - $596,957	11,835 New	11,835 $593,000
Q4 2023 Feb 05, 2024	SELL	$47.36 - $51.14 $1.08 Million - $1.16 Million	-22,731 Reduced 57.65%	16,700 $852,000
Q3 2023 Oct 16, 2023	BUY	$48.03 - $50.5 $1.89 Million - $1.99 Million	39,431 New	39,431 $1.9 Million
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $1.51 Million - $1.57 Million	30,676 New	30,676 $1.55 Million

Others Institutions Holding VTEB

# of Institutions

1,224

Shares Held

516M

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

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Legacy Capital Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History