New Edge Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, New Edge Wealth, LLC holds 20,948 shares of VTEB stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,948

Previous 13,418 56.12%

Holding current value

$1.05 Million

Previous $685,000 53.28%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$49.79 - $51.14 $374,918 - $385,084	7,530 Added 56.12%	20,948 $1.05 Million
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $176,302 - $180,610	3,531 Added 35.71%	13,418 $685,000
Q2 2024 Aug 01, 2024	BUY	$49.55 - $50.44 $14,865 - $15,132	300 Added 3.13%	9,887 $495,000
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $3.52 Million - $3.57 Million	-69,974 Reduced 87.95%	9,587 $485,000
Q4 2023 Jan 29, 2024	BUY	$47.36 - $51.14 $3.77 Million - $4.07 Million	79,561 New	79,561 $4.06 Million
Q2 2021 Aug 11, 2021	SELL	$54.58 - $55.46 $2.39 Million - $2.43 Million	-43,862 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$54.36 - $55.51 $2.38 Million - $2.43 Million	43,862 New	43,862 $2.4 Million

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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New Edge Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History