Org Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Org Wealth Partners, LLC holds 4,000 shares of VTEB stock, worth $196,800. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,000
Previous 5,326 24.9%
Holding current value
$196,800
Previous $266,000 25.56%
% of portfolio
0.09%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$49.25 - $50.66 $65,305 - $67,175
-1,326 Reduced 24.9%
4,000 $198,000
Q4 2024

Jan 10, 2025
BUY
$49.79 - $51.14 $265,181 - $272,371
5,326 New
5,326 $266,000

Others Institutions Holding VTEB

# of Institutions
1,316
Shares Held
552M
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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