Merit Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Merit Financial Group, LLC holds 214,275 shares of VTEB stock, worth $10.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

214,275

Previous 135,552 58.08%

Holding current value

$10.6 Million

Previous $6.8 Million 56.22%

% of portfolio

0.16%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$49.25 - $50.66 $3.88 Million - $3.99 Million	78,723 Added 58.08%	214,275 $10.6 Million
Q4 2024 Jan 15, 2025	BUY	$49.79 - $51.14 $506,911 - $520,656	10,181 Added 8.12%	135,552 $6.8 Million
Q3 2024 Oct 17, 2024	BUY	$49.93 - $51.15 $1.47 Million - $1.51 Million	29,506 Added 30.78%	125,371 $6.41 Million
Q2 2024 Aug 13, 2024	BUY	$49.55 - $50.44 $1.14 Million - $1.16 Million	22,978 Added 31.53%	95,865 $4.8 Million
Q1 2024 May 06, 2024	BUY	$50.36 - $51.06 $2.64 Million - $2.68 Million	52,518 Added 257.83%	72,887 $3.69 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $180,583 - $194,996	3,813 Added 23.03%	20,369 $1.04 Million
Q3 2023 Nov 07, 2023	SELL	$48.03 - $50.5 $3.81 Million - $4.01 Million	-79,377 Reduced 82.74%	16,556 $796,000
Q2 2023 Aug 01, 2023	SELL	$49.5 - $51.06 $4.52 Million - $4.66 Million	-91,275 Reduced 48.76%	95,933 $4.82 Million
Q1 2023 Apr 24, 2023	BUY	$49.32 - $51.02 $956,018 - $988,971	19,384 Added 11.55%	187,208 $9.48 Million
Q4 2022 Jan 13, 2023	SELL	$47.5 - $50.06 $3.4 Million - $3.58 Million	-71,519 Reduced 29.88%	167,824 $0
Q3 2022 Oct 31, 2022	SELL	$48.11 - $51.14 $13.9 Million - $14.7 Million	-288,119 Reduced 54.62%	239,343 $11.5 Million
Q2 2022 Aug 08, 2022	BUY	$49.13 - $51.51 $13.1 Million - $13.7 Million	265,956 Added 101.7%	527,462 $26.3 Million
Q1 2022 May 13, 2022	BUY	$51.44 - $54.88 $13.5 Million - $14.4 Million	261,506 New	261,506 $13.5 Million

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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Merit Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History