Northern Oak Wealth Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 22,590 shares of VTEB stock, worth $1.13 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

22,590

Previous 21,925 3.03%

Holding current value

$1.13 Million

Previous $1.12 Million 1.07%

% of portfolio

0.14%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$49.79 - $51.14 $33,110 - $34,008	665 Added 3.03%	22,590 $1.13 Million
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $32,454 - $33,247	650 Added 3.06%	21,925 $1.12 Million
Q2 2024 Jul 26, 2024	BUY	$49.55 - $50.44 $40,977 - $41,713	827 Added 4.04%	21,275 $1.07 Million
Q1 2024 May 01, 2024	SELL	$50.36 - $51.06 $107,971 - $109,472	-2,144 Reduced 9.49%	20,448 $1.03 Million
Q4 2023 Jan 11, 2024	BUY	$47.36 - $51.14 $736,921 - $795,738	15,560 Added 221.27%	22,592 $1.15 Million
Q3 2023 Oct 24, 2023	BUY	$48.03 - $50.5 $337,746 - $355,116	7,032 New	7,032 $338,000

Others Institutions Holding VTEB

# of Institutions

1,224

Shares Held

516M

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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Northern Oak Wealth Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History