Marcum Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Marcum Wealth, LLC holds 54,483 shares of VTEB stock, worth $2.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

54,483

Previous 61,553 11.49%

Holding current value

$2.7 Million

Previous $3.09 Million 12.51%

% of portfolio

0.24%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$49.25 - $50.66 $348,197 - $358,166	-7,070 Reduced 11.49%	54,483 $2.7 Million
Q4 2024 Jan 13, 2025	BUY	$49.79 - $51.14 $183,525 - $188,502	3,686 Added 6.37%	61,553 $3.09 Million
Q3 2024 Oct 08, 2024	BUY	$49.93 - $51.15 $16,526 - $16,930	331 Added 0.58%	57,867 $2.96 Million
Q2 2024 Jul 02, 2024	BUY	$49.55 - $50.44 $790,570 - $804,770	15,955 Added 38.37%	57,536 $2.88 Million
Q1 2024 Apr 10, 2024	BUY	$50.36 - $51.06 $397,138 - $402,659	7,886 Added 23.4%	41,581 $2.1 Million
Q4 2023 Jan 10, 2024	BUY	$47.36 - $51.14 $203,648 - $219,902	4,300 Added 14.63%	33,695 $1.72 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $14,889 - $15,655	310 Added 1.07%	29,395 $1.41 Million
Q2 2023 Jul 13, 2023	SELL	$49.5 - $51.06 $129,195 - $133,266	-2,610 Reduced 8.23%	29,085 $1.46 Million
Q1 2023 Apr 19, 2023	BUY	$49.32 - $51.02 $65,546 - $67,805	1,329 Added 4.38%	31,695 $1.61 Million
Q4 2022 Jan 12, 2023	BUY	$47.5 - $50.06 $267,662 - $282,088	5,635 Added 22.79%	30,366 $0
Q3 2022 Oct 11, 2022	BUY	$48.11 - $51.14 $230,302 - $244,807	4,787 Added 24.0%	24,731 $1.19 Million
Q2 2022 Jul 14, 2022	BUY	$49.13 - $51.51 $230,075 - $241,221	4,683 Added 30.69%	19,944 $996,000
Q1 2022 Apr 20, 2022	BUY	$51.44 - $54.88 $241,356 - $257,496	4,692 Added 44.39%	15,261 $787,000
Q4 2021 Feb 01, 2022	BUY	$54.5 - $55.03 $23,380 - $23,607	429 Added 4.23%	10,569 $580,000
Q3 2021 Nov 08, 2021	BUY	$54.77 - $55.59 $114,359 - $116,071	2,088 Added 25.93%	10,140 $555,000
Q2 2021 Aug 10, 2021	BUY	$54.58 - $55.46 $52,069 - $52,908	954 Added 13.44%	8,052 $445,000
Q1 2021 May 11, 2021	BUY	$54.36 - $55.51 $385,847 - $394,009	7,098 New	7,098 $388,000

Others Institutions Holding VTEB

# of Institutions

1,304

Shares Held

555M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Marcum Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History