Legacy Private Trust Co. Vanguard Mun Bd Fds Tax Exempt Transaction History

Legacy Private Trust Co.

$1.5 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	$45.81 - $55.19 $930,080 - $1.12 Million	-20,303 Closed	0 $0
Q3 2019 Oct 10, 2019	SELL	$53.22 - $53.72 $516,074 - $520,922	-9,697 Reduced 32.32%	20,303 $1.09 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-39,000 Reduced 56.52%	30,000 $1.57 Million
Q4 2018 Jan 16, 2019	SELL	N/A	-149,600 Reduced 68.44%	69,000 $3.52 Million
Q3 2018 Oct 10, 2018	BUY	N/A	48,000 Added 28.14%	218,600 $11 Million
Q2 2018 Jul 13, 2018	BUY	N/A	101,660 Added 147.46%	170,600 $8.7 Million
Q1 2018 Apr 13, 2018	SELL	N/A	-350,440 Reduced 83.56%	68,940 $3.5 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-3,320 Reduced 0.79%	419,380 $21.7 Million
Q3 2017 Oct 13, 2017	BUY	N/A	422,700	422,700 $21.8 Million

Others Institutions Holding VTEB

# of Institutions

1,210

Shares Held

514M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.74 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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