One Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, One Wealth Advisors, LLC holds 541,897 shares of VTEB stock, worth $27.5 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
541,897
Previous 465,601 16.39%
Holding current value
$27.5 Million
Previous $23.8 Million 14.13%
% of portfolio
4.1%
Previous 3.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$49.79 - $51.14 $3.8 Million - $3.9 Million
76,296 Added 16.39%
541,897 $27.2 Million
Q3 2024

Oct 16, 2024
BUY
$49.93 - $51.15 $23.2 Million - $23.8 Million
465,601 New
465,601 $23.8 Million
Q1 2024

Apr 15, 2024
SELL
$50.36 - $51.06 $209,396 - $212,307
-4,158 Reduced 1.05%
391,026 $19.8 Million
Q4 2023

Feb 13, 2024
BUY
$47.36 - $51.14 $12.9 Million - $13.9 Million
272,233 Added 221.42%
395,184 $20.2 Million
Q3 2023

Nov 01, 2023
BUY
$48.03 - $50.5 $5.91 Million - $6.21 Million
122,951 New
122,951 $5.91 Million

Others Institutions Holding VTEB

# of Institutions
1,299
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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