Milestone Advisory Partners Vanguard Mun Bd Fds Tax Exempt Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	SELL	$47.5 - $50.06 $74,527 - $78,544	-1,569 Reduced 14.91%	8,957 $0
Q2 2022 Jul 18, 2022	SELL	$49.13 - $51.51 $1.74 Million - $1.83 Million	-35,433 Reduced 77.1%	10,526 $527,000
Q1 2022 May 10, 2022	BUY	$51.44 - $54.88 $121,398 - $129,516	2,360 Added 5.41%	45,959 $2.37 Million
Q4 2021 Feb 04, 2022	BUY	$54.5 - $55.03 $393,381 - $397,206	7,218 Added 19.84%	43,599 $2.39 Million
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $74,432 - $75,546	1,359 Added 3.88%	36,381 $1.99 Million
Q2 2021 Aug 13, 2021	SELL	$54.58 - $55.46 $452,741 - $460,040	-8,295 Reduced 19.15%	35,022 $1.94 Million
Q1 2021 Apr 28, 2021	BUY	$54.36 - $55.51 $182,051 - $185,902	3,349 Added 8.38%	43,317 $2.37 Million
Q4 2020 Jan 25, 2021	BUY	$54.06 - $55.19 $1.09 Million - $1.11 Million	20,189 Added 102.07%	39,968 $2.21 Million
Q3 2020 Oct 27, 2020	BUY	$54.07 - $55.05 $150,152 - $152,873	2,777 Added 16.33%	19,779 $1.08 Million
Q2 2020 Jul 31, 2020	BUY	$51.64 - $54.14 $877,983 - $920,488	17,002 New	17,002 $920,000

Others Institutions Holding VTEB

# of Institutions

1,194

Shares Held

511M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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