Modern Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Modern Wealth Management, LLC holds 70,577 shares of VTEB stock, worth $3.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

70,577

Previous 31,565 123.59%

Holding current value

$3.55 Million

Previous $1.57 Million 120.95%

% of portfolio

0.09%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$48.13 - $49.85 $1.88 Million - $1.94 Million	39,012 Added 123.59%	70,577 $3.46 Million
Q1 2025 May 15, 2025	SELL	$49.25 - $50.66 $221,969 - $228,324	-4,507 Reduced 12.49%	31,565 $1.57 Billion
Q4 2024 May 30, 2025	BUY	$49.79 - $51.14 $146,880 - $150,863	2,950 Added 9.35%	34,515 $1.73 Million
Q4 2024 May 29, 2025	SELL	$49.79 - $51.14 $422,816 - $434,280	-8,492 Reduced 26.9%	23,073 $1.16 Million
Q4 2024 Feb 11, 2025	BUY	$49.79 - $51.14 $921,662 - $946,652	18,511 Added 105.41%	36,072 $1.81 Billion
Q3 2024 May 30, 2025	SELL	$49.93 - $51.15 $699,219 - $716,304	-14,004 Reduced 44.37%	17,561 $897,000
Q3 2024 May 29, 2025	SELL	$49.93 - $51.15 $1.32 Million - $1.35 Million	-26,446 Reduced 83.78%	5,119 $261,000
Q3 2024 Nov 05, 2024	BUY	$49.93 - $51.15 $627,070 - $642,392	12,559 Added 251.08%	17,561 $898 Million
Q2 2024 May 29, 2025	SELL	$49.55 - $50.44 $1.32 Million - $1.34 Million	-26,563 Reduced 84.15%	5,002 $250,000
Q2 2024 Aug 07, 2024	SELL	$49.55 - $50.44 $12,139 - $12,357	-245 Reduced 4.67%	5,002 $251 Million
Q1 2024 May 28, 2025	SELL	$50.36 - $51.06 $1.33 Million - $1.34 Million	-26,336 Reduced 83.43%	5,229 $265 Million
Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $264,238 - $267,911	5,247 New	5,247 $263 Million

Others Institutions Holding VTEB

# of Institutions

1,345

Shares Held

562M

Call Options Held

124K

Put Options Held

57.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Modern Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History