Mc Kinley Carter Wealth Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 313,938 shares of VTEB stock, worth $15.8 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
313,938
Previous 258,129 21.62%
Holding current value
$15.8 Million
Previous $13.2 Million 20.55%
% of portfolio
1.08%
Previous 0.97%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$50.36 - $51.06 $2.81 Million - $2.85 Million
55,809 Added 21.62%
313,938 $15.9 Million
Q4 2023

Feb 07, 2024
SELL
$47.36 - $51.14 $1.07 Million - $1.16 Million
-22,677 Reduced 8.08%
258,129 $13.2 Million
Q3 2023

Oct 13, 2023
BUY
$48.03 - $50.5 $1.83 Million - $1.93 Million
38,163 Added 15.73%
280,806 $13.5 Million
Q2 2023

Aug 02, 2023
BUY
$49.5 - $51.06 $1.55 Million - $1.6 Million
31,344 Added 14.83%
242,643 $12.2 Million
Q1 2023

Apr 24, 2023
BUY
$49.32 - $51.02 $1.73 Million - $1.79 Million
35,160 Added 19.96%
211,299 $10.7 Million
Q4 2022

Feb 07, 2023
BUY
$47.61 - $50.06 $2.13 Million - $2.23 Million
44,638 Added 33.94%
176,139 $8.72 Million
Q3 2022

Oct 24, 2022
BUY
N/A
40,605 Added 44.67%
131,501 $6.33 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-483,347 Reduced 84.17%
90,896 $4.54 Million
Q1 2022

Apr 27, 2022
BUY
N/A
145,341 Added 33.89%
574,243 $29.6 Million
Q4 2021

Feb 07, 2022
BUY
N/A
416,334 Added 3312.65%
428,902 $23.6 Million
Q3 2021

Nov 03, 2021
BUY
N/A
2,336 Added 22.83%
12,568 $688,000
Q2 2021

Aug 12, 2021
BUY
N/A
10,232 New
10,232 $566,000

Others Institutions Holding VTEB

# of Institutions
1,104
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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