Nelson, Van Denburg & Campbell Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $78,437 - $79,846	-1,583 Reduced 36.18%	2,792 $139,000
Q1 2024 Apr 30, 2024	BUY	$50.36 - $51.06 $220,325 - $223,387	4,375 New	4,375 $221,000
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $9,370 - $9,693	190 New	190 $9,000
Q3 2022 Oct 26, 2022	SELL	$48.11 - $51.14 $8,130 - $8,642	-169 Reduced 48.7%	178 $8,000
Q1 2022 May 13, 2022	BUY	$51.44 - $54.88 $51 - $54	1 Added 0.29%	347 $17,000
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $9,592 - $9,685	176 Added 103.53%	346 $19,000
Q1 2021 May 11, 2021	BUY	$54.36 - $55.51 $9,241 - $9,436	170 New	170 $9,000

Others Institutions Holding VTEB

# of Institutions

1,178

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.57 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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