Paulson Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Paulson Wealth Management Inc.

$341 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$54.5 - $55.03 $222,687 - $224,852	-4,086 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$54.77 - $55.59 $30,945 - $31,408	-565 Reduced 12.15%	4,086 $224,000
Q2 2021 Jul 26, 2021	SELL	$54.58 - $55.46 $80,123 - $81,415	-1,468 Reduced 23.99%	4,651 $257,000
Q1 2021 Apr 30, 2021	SELL	$54.36 - $55.51 $40,117 - $40,966	-738 Reduced 10.76%	6,119 $337,000
Q4 2020 Feb 05, 2021	SELL	$54.06 - $55.19 $22,813 - $23,290	-422 Reduced 5.8%	6,857 $378,000
Q3 2020 Oct 14, 2020	SELL	$54.07 - $55.05 $22,493 - $22,900	-416 Reduced 5.41%	7,279 $396,000
Q2 2020 Jul 17, 2020	SELL	$51.64 - $54.14 $77,046 - $80,776	-1,492 Reduced 16.24%	7,695 $417,000
Q1 2020 Apr 29, 2020	SELL	$45.81 - $55.19 $314,073 - $378,382	-6,856 Reduced 42.74%	9,187 $490,000
Q4 2019 Jan 21, 2020	SELL	$53.19 - $53.86 $72,178 - $73,088	-1,357 Reduced 7.8%	16,043 $867,000
Q3 2019 Oct 30, 2019	BUY	$53.22 - $53.72 $47,791 - $48,240	898 Added 5.44%	17,400 $933,000
Q2 2019 Jul 30, 2019	BUY	N/A	2,609 Added 18.78%	16,502 $878,000
Q1 2019 Apr 24, 2019	BUY	N/A	958 Added 7.41%	13,893 $725,000
Q4 2018 Jan 23, 2019	BUY	N/A	7,353 Added 131.73%	12,935 $662,000
Q3 2018 Oct 26, 2018	BUY	N/A	142 Added 2.61%	5,582 $280,000
Q2 2018 Aug 01, 2018	BUY	N/A	77 Added 1.44%	5,440 $277,000
Q1 2018 May 02, 2018	BUY	N/A	1,648 Added 44.36%	5,363 $273,000
Q4 2017 Mar 01, 2018	BUY	N/A	3,715	3,715 $192,000

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.82 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.62 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.56 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.53 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.31 Billion
1.37% of portfolio

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