Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Motive Wealth Advisors

$186 Million
Q1 2025

A detailed history of Motive Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Motive Wealth Advisors holds 94,219 shares of VTEB stock, worth $4.64 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

94,219

Previous 58,534 60.96%

Holding current value

$4.64 Million

Previous $2.93 Million 59.07%

% of portfolio

2.51%

Previous 1.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$49.25 - $50.66 $1.76 Million - $1.81 Million	35,685 Added 60.96%	94,219 $4.67 Million
Q4 2024 Jan 21, 2025	SELL	$49.79 - $51.14 $56,511 - $58,043	-1,135 Reduced 1.9%	58,534 $2.93 Million
Q2 2024 Jul 22, 2024	BUY	$49.55 - $50.44 $898,440 - $914,578	18,132 Added 43.65%	59,669 $2.99 Million
Q1 2024 May 06, 2024	BUY	$50.36 - $51.06 $1.68 Million - $1.7 Million	33,387 Added 409.66%	41,537 $2.1 Million
Q4 2023 Feb 13, 2024	SELL	$47.36 - $51.14 $663,987 - $716,982	-14,020 Reduced 63.24%	8,150 $416,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $184,098 - $193,566	3,833 Added 20.9%	22,170 $1.07 Million
Q2 2023 Aug 01, 2023	SELL	$49.5 - $51.06 $938,074 - $967,638	-18,951 Reduced 50.82%	18,337 $920,000
Q1 2023 May 03, 2023	SELL	$49.32 - $51.02 $1.57 Million - $1.62 Million	-31,795 Reduced 46.02%	37,288 $1.89 Million
Q4 2022 Jan 27, 2023	SELL	$47.5 - $50.06 $1.19 Million - $1.25 Million	-24,956 Reduced 26.54%	69,083 $0
Q3 2022 Oct 21, 2022	BUY	$48.11 - $51.14 $2.15 Million - $2.29 Million	44,697 Added 90.59%	94,039 $4.53 Million
Q2 2022 Aug 03, 2022	SELL	$49.13 - $51.51 $487,811 - $511,442	-9,929 Reduced 16.75%	49,342 $2.46 Million
Q1 2022 May 03, 2022	SELL	$51.44 - $54.88 $5.34 Million - $5.7 Million	-103,776 Reduced 63.65%	59,271 $3.06 Million
Q4 2021 Feb 08, 2022	BUY	$54.5 - $55.03 $8.89 Million - $8.97 Million	163,047 New	163,047 $8.95 Million

Others Institutions Holding VTEB

# of Institutions

1,316

Shares Held

552M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Account

Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History