A detailed history of Oxford Financial Group LTD transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oxford Financial Group LTD holds 4,592 shares of VTEB stock, worth $230,748. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,592
Previous 6,979 34.2%
Holding current value
$230,748
Previous $356,000 34.83%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$50.36 - $51.06 $120,209 - $121,880
-2,387 Reduced 34.2%
4,592 $232,000
Q4 2023

Feb 14, 2024

BUY
$47.36 - $51.14 $46,365 - $50,066
979 Added 16.32%
6,979 $356,000
Q2 2023

Aug 10, 2023

BUY
$49.5 - $51.06 $12,028 - $12,407
243 Added 4.22%
6,000 $301,000
Q1 2023

May 12, 2023

SELL
$49.32 - $51.02 $51,687 - $53,468
-1,048 Reduced 15.4%
5,757 $291,000
Q4 2022

Feb 14, 2023

BUY
$47.61 - $50.06 $323,986 - $340,658
6,805 New
6,805 $336,000

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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