Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,340,105 shares of VTEB stock, worth $67.2 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares

1,340,105

Previous 1,282,559 4.49%

Holding current value

$67.2 Million

Previous $64.3 Million 6.59%

% of portfolio

5.56%

Previous 5.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$49.93 - $51.15 $2.87 Million - $2.94 Million	57,546 Added 4.49%	1,340,105 $68.5 Million
Q2 2024 Jul 29, 2024	BUY	$49.55 - $50.44 $4.64 Million - $4.72 Million	93,556 Added 7.87%	1,282,559 $64.3 Million
Q1 2024 May 03, 2024	BUY	$50.36 - $51.06 $6.94 Million - $7.04 Million	137,794 Added 13.11%	1,189,003 $60.2 Million
Q4 2023 Feb 07, 2024	SELL	$47.36 - $51.14 $10.1 Million - $10.9 Million	-213,458 Reduced 16.88%	1,051,209 $53.7 Million
Q3 2023 Nov 03, 2023	BUY	$48.03 - $50.5 $9.4 Million - $9.88 Million	195,660 Added 18.3%	1,264,667 $60.8 Million
Q2 2023 Aug 07, 2023	BUY	$49.5 - $51.06 $2.28 Million - $2.35 Million	45,991 Added 4.5%	1,069,007 $53.7 Million
Q1 2023 May 01, 2023	BUY	$49.32 - $51.02 $13.8 Million - $14.3 Million	279,559 Added 37.6%	1,023,016 $51.8 Million
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $30.1 Million - $31.7 Million	632,650 Added 570.95%	743,457 $36.8 Million
Q3 2022 Oct 21, 2022	SELL	$48.11 - $51.14 $1.21 Million - $1.28 Million	-25,117 Reduced 18.48%	110,807 $5.33 Million
Q2 2022 Jul 20, 2022	BUY	$49.13 - $51.51 $6.68 Million - $7 Million	135,924 New	135,924 $6.79 Million

Others Institutions Holding VTEB

# of Institutions

1,212

Shares Held

515M

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

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Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History