Phillips Financial Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Phillips Financial Management, LLC holds 47,682 shares of VTEB stock, worth $2.4 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
47,682
Previous 56,563 15.7%
Holding current value
$2.4 Million
Previous $2.77 Million 13.92%
% of portfolio
0.17%
Previous 0.21%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$48.5 - $50.19 $430,728 - $445,737
-8,881 Reduced 15.7%
47,682 $2.39 Million
Q2 2025

Jul 30, 2025
SELL
$48.13 - $49.85 $168,647 - $174,674
-3,504 Reduced 5.83%
56,563 $2.77 Million
Q1 2025

Apr 30, 2025
SELL
$49.25 - $50.66 $39,843 - $40,983
-809 Reduced 1.33%
60,067 $2.98 Million
Q4 2024

Feb 10, 2025
SELL
$49.79 - $51.14 $79,016 - $81,159
-1,587 Reduced 2.54%
60,876 $3.05 Million
Q3 2024

Nov 07, 2024
SELL
$49.93 - $51.15 $167,315 - $171,403
-3,351 Reduced 5.09%
62,463 $3.19 Million
Q2 2024

Aug 08, 2024
BUY
$49.55 - $50.44 $269,948 - $274,797
5,448 Added 9.02%
65,814 $3.3 Million
Q1 2024

Apr 23, 2024
SELL
$50.36 - $51.06 $146,597 - $148,635
-2,911 Reduced 4.6%
60,366 $3.05 Million
Q4 2023

Jan 25, 2024
SELL
$47.36 - $51.14 $411,274 - $444,099
-8,684 Reduced 12.07%
63,277 $3.23 Million
Q3 2023

Nov 09, 2023
SELL
$48.03 - $50.5 $69,691 - $73,275
-1,451 Reduced 1.98%
71,961 $3.46 Million
Q2 2023

Aug 11, 2023
SELL
$49.5 - $51.06 $100,782 - $103,958
-2,036 Reduced 2.7%
73,412 $3.69 Million
Q1 2023

May 08, 2023
BUY
$49.32 - $51.02 $353,821 - $366,017
7,174 Added 10.51%
75,448 $3.82 Million
Q4 2022

Jan 24, 2023
SELL
$47.5 - $50.06 $43,272 - $45,604
-911 Reduced 1.32%
68,274 $0
Q3 2022

Nov 08, 2022
BUY
$48.11 - $51.14 $179,305 - $190,598
3,727 Added 5.69%
69,185 $3.33 Million
Q2 2022

Jul 22, 2022
SELL
$49.13 - $51.51 $2.04 Million - $2.13 Million
-41,422 Reduced 38.76%
65,458 $3.27 Million
Q1 2022

May 06, 2022
SELL
$51.44 - $54.88 $377,569 - $402,819
-7,340 Reduced 6.43%
106,880 $5.51 Million
Q4 2021

Feb 07, 2022
BUY
$54.5 - $55.03 $55,808 - $56,350
1,024 Added 0.9%
114,220 $6.27 Million
Q3 2021

Nov 09, 2021
SELL
$54.77 - $55.59 $240,823 - $244,429
-4,397 Reduced 3.74%
113,196 $6.2 Million
Q2 2021

Aug 10, 2021
BUY
$54.58 - $55.46 $536,739 - $545,393
9,834 Added 9.13%
117,593 $6.5 Million
Q1 2021

May 17, 2021
BUY
$54.36 - $55.51 $103,066 - $105,246
1,896 Added 1.79%
107,759 $5.89 Million
Q4 2020

Feb 16, 2021
SELL
$54.06 - $55.19 $69,737 - $71,195
-1,290 Reduced 1.2%
105,863 $5.84 Million
Q3 2020

Nov 06, 2020
BUY
$54.07 - $55.05 $637,971 - $649,534
11,799 Added 12.37%
107,153 $5.83 Million
Q2 2020

Aug 07, 2020
BUY
$51.64 - $54.14 $332,923 - $349,040
6,447 Added 7.25%
95,354 $5.16 Million
Q1 2020

May 15, 2020
SELL
$45.81 - $55.19 $87,039 - $104,861
-1,900 Reduced 2.09%
88,907 $4.62 Million
Q4 2019

Feb 19, 2020
BUY
$53.19 - $53.86 $549,239 - $556,158
10,326 Added 12.83%
90,807 $4.86 Million
Q3 2019

Nov 12, 2019
SELL
$53.22 - $53.72 $114,742 - $115,820
-2,156 Reduced 2.61%
80,481 $4.32 Million
Q2 2019

Aug 06, 2019
BUY
N/A
2,546 Added 3.18%
82,637 $4.38 Million
Q1 2019

May 07, 2019
BUY
N/A
4,105 Added 5.4%
80,091 $4.17 Million
Q4 2018

Feb 04, 2019
BUY
N/A
17,859 Added 30.72%
75,986 $3.88 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,282 Added 4.09%
58,127 $2.93 Million
Q2 2018

Aug 09, 2018
BUY
N/A
1,408 Added 2.59%
55,845 $2.84 Million
Q1 2018

May 11, 2018
BUY
N/A
2,417 Added 4.65%
54,437 $2.76 Million
Q4 2017

Feb 01, 2018
BUY
N/A
7,446 Added 16.7%
52,020 $2.69 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,800 Added 4.21%
44,574 $2.3 Million
Q2 2017

Aug 11, 2017
BUY
N/A
42,774
42,774 $2.21 Million

Others Institutions Holding VTEB

# of Institutions
1,346
Shares Held
563M
Call Options Held
124K
Put Options Held
57.8K
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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