Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Motive Wealth Advisors

$174 Million
Q3 2024

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 59,669 shares of VTEB stock, worth $2.98 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

59,669

Previous 59,669 -0.0%

Holding current value

$2.98 Million

Previous $2.99 Million 2.01%

% of portfolio

1.75%

Previous 1.8%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Motive Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History