Mission Wealth Management, LP Vanguard Mun Bd Fds Tax Exempt Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mission Wealth Management, LP holds 12,433 shares of VTEB stock, worth $607,352. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,433

Previous 10,117 22.89%

Holding current value

$607,352

Previous $507,000 21.3%

% of portfolio

0.02%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$49.25 - $50.66 $114,063 - $117,328	2,316 Added 22.89%	12,433 $615,000
Q4 2024 Feb 06, 2025	SELL	$49.79 - $51.14 $19,467 - $19,995	-391 Reduced 3.72%	10,117 $507,000
Q3 2024 Oct 31, 2024	SELL	$49.93 - $51.15 $113,840 - $116,622	-2,280 Reduced 17.83%	10,508 $537,000
Q2 2024 Aug 02, 2024	SELL	$49.55 - $50.44 $528,252 - $537,740	-10,661 Reduced 45.46%	12,788 $640,000
Q1 2024 Apr 30, 2024	BUY	$50.36 - $51.06 $947,976 - $961,153	18,824 Added 407.01%	23,449 $1.19 Million
Q4 2023 Feb 05, 2024	BUY	$47.36 - $51.14 $219,040 - $236,522	4,625 New	4,625 $236,000
Q1 2023 Apr 07, 2023	SELL	$49.32 - $51.02 $32,995 - $34,132	-669 Reduced 11.6%	5,100 $258,000
Q4 2022 Feb 02, 2023	SELL	$47.5 - $50.06 $134,615 - $141,870	-2,834 Reduced 32.94%	5,769 $285,000
Q3 2022 Oct 12, 2022	BUY	$48.11 - $51.14 $21,216 - $22,552	441 Added 5.4%	8,603 $414,000
Q2 2022 Jul 27, 2022	BUY	$49.13 - $51.51 $71,140 - $74,586	1,448 Added 21.57%	8,162 $407,000
Q1 2022 Apr 25, 2022	BUY	$51.44 - $54.88 $345,368 - $368,464	6,714 New	6,714 $346,000

Others Institutions Holding VTEB

# of Institutions

1,312

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
Sector ETFs
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Mission Wealth Management, LP Vanguard Mun Bd Fds Tax Exempt Transaction History