Ml & R Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 19,931 shares of VTEB stock, worth $972,632. This represents 0.23% of its overall portfolio holdings.

Number of Shares
19,931
Previous 23,570 15.44%
Holding current value
$972,632
Previous $1.2 Million 16.21%
% of portfolio
0.23%
Previous 0.27%

Shares

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

May 14, 2024
SELL
$50.36 - $51.06 $183,260 - $185,807
-3,639 Reduced 15.44%
19,931 $1.01 Million
Q4 2023

Feb 09, 2024
BUY
$47.36 - $51.14 $790,912 - $854,038
16,700 Added 243.09%
23,570 $1.2 Million
Q2 2023

Aug 08, 2023
SELL
$49.5 - $51.06 $523,561 - $540,061
-10,577 Reduced 60.62%
6,870 $345,000
Q1 2023

May 05, 2023
BUY
$49.32 - $51.02 $78,862 - $81,580
1,599 Added 10.09%
17,447 $883,000
Q4 2022

Feb 06, 2023
BUY
$47.5 - $50.06 $187,292 - $197,386
3,943 Added 33.12%
15,848 $784,000
Q3 2022

Oct 26, 2022
BUY
$48.11 - $51.14 $572,749 - $608,821
11,905 New
11,905 $573,000

Others Institutions Holding VTEB

# of Institutions
1,329
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
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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