Lji Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 25,580 shares of VTEB stock, worth $1.28 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

25,580

Previous 24,366 4.98%

Holding current value

$1.28 Million

Previous $1.25 Billion 2.95%

% of portfolio

0.25%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$49.79 - $51.14 $60,445 - $62,083	1,214 Added 4.98%	25,580 $1.28 Billion
Q3 2024 Nov 06, 2024	BUY	$49.93 - $51.15 $79,588 - $81,533	1,594 Added 7.0%	24,366 $1.25 Billion
Q2 2024 Aug 12, 2024	BUY	$49.55 - $50.44 $55,000 - $55,988	1,110 Added 5.12%	22,772 $1.14 Billion
Q1 2024 May 15, 2024	SELL	$50.36 - $51.06 $119,705 - $121,369	-2,377 Reduced 9.89%	21,662 $1.1 Billion
Q4 2023 Feb 13, 2024	SELL	$47.36 - $51.14 $3.29 Million - $3.55 Million	-69,453 Reduced 74.29%	24,039 $1.23 Billion
Q1 2023 Feb 02, 2024	SELL	$49.32 - $51.02 $49,320 - $51,020	-1,000 Reduced 1.06%	93,492 $4.74 Billion
Q4 2022 Jan 02, 2024	BUY	$47.5 - $50.06 $4.49 Million - $4.73 Million	94,492 New	94,492 $4.68 Billion

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Lji Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History