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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 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 31,565 shares of VTEB stock, worth $1.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,565
Previous 31,565 -0.0%
Holding current value
$1.54 Million
Previous $1.57 Billion 99.9%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,329
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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