Leonard Rickey Investment Advisors P.L.L.C. Vanguard Mun Bd Fds Tax Exempt Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$471 Million
Q1 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 238,162 shares of VTEB stock, worth $11.6 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

238,162

Previous 270,968 12.11%

Holding current value

$11.6 Million

Previous $13.6 Million 13.14%

% of portfolio

2.5%

Previous 3.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$49.25 - $50.66 $1.62 Million - $1.66 Million	-32,806 Reduced 12.11%	238,162 $11.8 Million
Q4 2024 Jan 16, 2025	SELL	$49.79 - $51.14 $2.67 Million - $2.74 Million	-53,608 Reduced 16.52%	270,968 $13.6 Million
Q3 2024 Oct 15, 2024	BUY	$49.93 - $51.15 $125,374 - $128,437	2,511 Added 0.78%	324,576 $16.6 Million
Q2 2024 Jul 24, 2024	SELL	$49.55 - $50.44 $949,675 - $966,733	-19,166 Reduced 5.62%	322,065 $16.1 Million
Q1 2024 Apr 18, 2024	SELL	$50.36 - $51.06 $133,856 - $135,717	-2,658 Reduced 0.77%	341,231 $17.3 Million
Q4 2023 Jan 23, 2024	SELL	$47.36 - $51.14 $265,926 - $287,151	-5,615 Reduced 1.61%	343,889 $17.6 Million
Q3 2023 Oct 17, 2023	SELL	$48.03 - $50.5 $1.68 Million - $1.77 Million	-35,030 Reduced 9.11%	349,504 $16.8 Million
Q2 2023 Jul 27, 2023	SELL	$49.5 - $51.06 $355,212 - $366,406	-7,176 Reduced 1.83%	384,534 $19.3 Million
Q1 2023 Apr 20, 2023	SELL	$49.32 - $51.02 $1.01 Million - $1.05 Million	-20,508 Reduced 4.98%	391,710 $19.8 Million
Q4 2022 Jan 27, 2023	SELL	$47.5 - $50.06 $4.65 Million - $4.9 Million	-97,932 Reduced 19.2%	412,218 $0
Q3 2022 Oct 31, 2022	SELL	$48.11 - $51.14 $915,388 - $973,040	-19,027 Reduced 3.6%	510,150 $24.6 Million
Q2 2022 Jul 25, 2022	SELL	$49.13 - $51.51 $3.04 Million - $3.19 Million	-61,867 Reduced 10.47%	529,177 $26.4 Million
Q1 2022 Apr 19, 2022	SELL	$51.44 - $54.88 $1.45 Million - $1.55 Million	-28,236 Reduced 4.56%	591,044 $30.5 Million
Q4 2021 Feb 01, 2022	SELL	$54.5 - $55.03 $57,497 - $58,056	-1,055 Reduced 0.17%	619,280 $34 Million
Q3 2021 Oct 25, 2021	BUY	$54.77 - $55.59 $160,749 - $163,156	2,935 Added 0.48%	620,335 $34 Million
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $2.22 Million - $2.25 Million	40,629 Added 7.04%	617,400 $34.3 Million
Q1 2021 May 06, 2021	BUY	$54.36 - $55.51 $741,524 - $757,211	13,641 Added 2.42%	576,771 $31.5 Million
Q4 2020 Jan 22, 2021	BUY	$54.06 - $55.19 $2.49 Million - $2.55 Million	46,144 Added 8.93%	563,130 $31.1 Million
Q3 2020 Oct 16, 2020	BUY	$54.07 - $55.05 $1.39 Million - $1.41 Million	25,637 Added 5.22%	516,986 $28.1 Million
Q2 2020 Jul 21, 2020	SELL	$51.64 - $54.14 $389,882 - $408,757	-7,550 Reduced 1.51%	491,349 $26.6 Million
Q1 2020 Apr 28, 2020	BUY	$45.81 - $55.19 $1.04 Million - $1.26 Million	22,810 Added 4.79%	498,899 $26.4 Million
Q4 2019 Jan 07, 2020	BUY	$53.19 - $53.86 $1.67 Million - $1.69 Million	31,391 Added 7.06%	476,089 $25.5 Million
Q3 2019 Oct 17, 2019	BUY	$53.22 - $53.72 $422,087 - $426,053	7,931 Added 1.82%	444,698 $23.8 Million
Q2 2019 Jul 10, 2019	BUY	N/A	24,373 Added 5.91%	436,767 $23.2 Million
Q1 2019 Apr 10, 2019	BUY	N/A	15,900 Added 4.01%	412,394 $21.5 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-61,794 Reduced 13.48%	396,494 $20.2 Million
Q3 2018 Oct 23, 2018	SELL	N/A	-16,058 Reduced 3.39%	458,288 $23.1 Million
Q2 2018 Jul 17, 2018	BUY	N/A	17,527 Added 3.84%	474,346 $24.2 Million
Q1 2018 Apr 25, 2018	BUY	N/A	33,148 Added 7.82%	456,819 $23.2 Million
Q4 2017 Feb 14, 2018	BUY	N/A	423,671	423,671 $21.9 Million

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

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 Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Account

Leonard Rickey Investment Advisors P.L.L.C. Vanguard Mun Bd Fds Tax Exempt Transaction History