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

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 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 364,675 shares of VTEB stock, worth $18.2 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

364,675

Previous 387,684 5.93%

Holding current value

$18.2 Million

Previous $19.8 Million 7.76%

% of portfolio

1.14%

Previous 1.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$49.79 - $51.14 $1.15 Million - $1.18 Million	-23,009 Reduced 5.93%	364,675 $18.3 Million
Q3 2024 Oct 15, 2024	BUY	$49.93 - $51.15 $1.85 Million - $1.89 Million	36,962 Added 10.54%	387,684 $19.8 Million
Q2 2024 Aug 09, 2024	BUY	$49.55 - $50.44 $1.82 Million - $1.86 Million	36,784 Added 11.72%	350,722 $17.6 Million
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	$47.5 - $50.06 $2.12 Million - $2.23 Million	44,638 Added 33.94%	176,139 $8.72 Million
Q3 2022 Oct 24, 2022	BUY	$48.11 - $51.14 $1.95 Million - $2.08 Million	40,605 Added 44.67%	131,501 $6.33 Million
Q2 2022 Jul 15, 2022	SELL	$49.13 - $51.51 $23.7 Million - $24.9 Million	-483,347 Reduced 84.17%	90,896 $4.54 Million
Q1 2022 Apr 27, 2022	BUY	$51.44 - $54.88 $7.48 Million - $7.98 Million	145,341 Added 33.89%	574,243 $29.6 Million
Q4 2021 Feb 07, 2022	BUY	$54.5 - $55.03 $22.7 Million - $22.9 Million	416,334 Added 3312.65%	428,902 $23.6 Million
Q3 2021 Nov 03, 2021	BUY	$54.77 - $55.59 $127,942 - $129,858	2,336 Added 22.83%	12,568 $688,000
Q2 2021 Aug 12, 2021	BUY	$54.58 - $55.46 $558,462 - $567,466	10,232 New	10,232 $566,000

Others Institutions Holding VTEB

# of Institutions

1,302

Shares Held

530M

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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Account

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