Madison Wealth Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 12,248 shares of VTEB stock, worth $614,114. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,248

Previous 13,440 8.87%

Holding current value

$614,114

Previous $687,000 10.77%

% of portfolio

0.18%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$49.79 - $51.14 $59,349 - $60,958	-1,192 Reduced 8.87%	12,248 $613,000
Q3 2024 Oct 24, 2024	BUY	$49.93 - $51.15 $9,786 - $10,025	196 Added 1.48%	13,440 $687,000
Q2 2024 Aug 09, 2024	SELL	$49.55 - $50.44 $66,892 - $68,094	-1,350 Reduced 9.25%	13,244 $663,000
Q1 2024 Apr 29, 2024	BUY	$50.36 - $51.06 $99,561 - $100,945	1,977 Added 15.67%	14,594 $738,000
Q4 2023 Feb 12, 2024	BUY	$47.36 - $51.14 $33,057 - $35,695	698 Added 5.86%	12,617 $644,000
Q3 2023 Nov 01, 2023	SELL	$48.03 - $50.5 $271,129 - $285,072	-5,645 Reduced 32.14%	11,919 $573,000
Q2 2023 Jul 20, 2023	BUY	$49.5 - $51.06 $106,177 - $109,523	2,145 Added 13.91%	17,564 $882,000
Q1 2023 Apr 20, 2023	BUY	$49.32 - $51.02 $289,705 - $299,691	5,874 Added 61.54%	15,419 $781,000
Q4 2022 Jan 24, 2023	SELL	$47.5 - $50.06 $7,410 - $7,809	-156 Reduced 1.61%	9,545 $0
Q3 2022 Oct 24, 2022	BUY	$48.11 - $51.14 $227,560 - $241,892	4,730 Added 95.15%	9,701 $467,000
Q2 2022 Jul 22, 2022	BUY	$49.13 - $51.51 $244,225 - $256,056	4,971 New	4,971 $248,000

Others Institutions Holding VTEB

# of Institutions

1,291

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History