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

Opal Wealth Advisors, LLC

$314 Million
Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 6,954 shares of VTEB stock, worth $339,355. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,954

Previous 90,359 92.3%

Holding current value

$339,355

Previous $4.53 Million 92.4%

% of portfolio

0.11%

Previous 1.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$49.25 - $50.66 $4.11 Million - $4.23 Million	-83,405 Reduced 92.3%	6,954 $344,000
Q4 2024 Jan 28, 2025	SELL	$49.79 - $51.14 $18,920 - $19,433	-380 Reduced 0.42%	90,359 $4.53 Million
Q3 2024 Oct 15, 2024	SELL	$49.93 - $51.15 $35,300 - $36,163	-707 Reduced 0.77%	90,739 $4.64 Million
Q2 2024 Jul 12, 2024	SELL	$49.55 - $50.44 $744,587 - $757,961	-15,027 Reduced 14.11%	91,446 $4.58 Million
Q1 2024 Apr 11, 2024	SELL	$50.36 - $51.06 $38,323 - $38,856	-761 Reduced 0.71%	106,473 $5.39 Million
Q4 2023 Jan 19, 2024	BUY	$47.36 - $51.14 $4.68 Million - $5.05 Million	98,809 Added 1172.81%	107,234 $5.47 Million
Q3 2023 Oct 18, 2023	SELL	$48.03 - $50.5 $46,637 - $49,035	-971 Reduced 10.33%	8,425 $405,000
Q2 2023 Jul 27, 2023	SELL	$49.5 - $51.06 $2,079 - $2,144	-42 Reduced 0.45%	9,396 $471,000
Q1 2023 Apr 19, 2023	SELL	$49.32 - $51.02 $1.51 Million - $1.57 Million	-30,685 Reduced 76.48%	9,438 $478,000
Q4 2022 Feb 03, 2023	BUY	$47.5 - $50.06 $98,325 - $103,624	2,070 Added 5.44%	40,123 $1.99 Million
Q3 2022 Oct 17, 2022	SELL	$48.11 - $51.14 $501,691 - $533,287	-10,428 Reduced 21.51%	38,053 $1.83 Million
Q2 2022 Aug 10, 2022	BUY	$49.13 - $51.51 $2.38 Million - $2.5 Million	48,481 New	48,481 $2.42 Million
Q1 2022 May 09, 2022	SELL	$51.44 - $54.88 $483,433 - $515,762	-9,398 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$54.5 - $55.03 $512,191 - $517,171	9,398 New	9,398 $516,000

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Account

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