Pinnacle Wealth Management Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $925 Million
  • Q1 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 58,333 shares of VTEB stock, worth $2.93 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
58,333
Previous 55,857 4.43%
Holding current value
$2.93 Million
Previous $2.85 Million 3.51%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Apr 30, 2024
BUY
$50.36 - $51.06 $124,691 - $126,424
2,476 Added 4.43%
58,333 $2.95 Million
Q4 2023

Feb 06, 2024
BUY
$47.36 - $51.14 $334,645 - $361,355
7,066 Added 14.48%
55,857 $2.85 Million
Q3 2023

Oct 25, 2023
BUY
$48.03 - $50.5 $27,377 - $28,785
570 Added 1.18%
48,791 $2.35 Million
Q2 2023

Aug 02, 2023
BUY
$49.5 - $51.06 $803,187 - $828,499
16,226 Added 50.71%
48,221 $2.42 Million
Q1 2023

May 04, 2023
BUY
$49.32 - $51.02 $266,969 - $276,171
5,413 Added 20.36%
31,995 $1.62 Million
Q4 2022

Feb 06, 2023
BUY
$47.61 - $50.06 $116,787 - $122,797
2,453 Added 10.17%
26,582 $1.32 Million
Q3 2022

Nov 09, 2022
BUY
N/A
4,414 Added 22.39%
24,129 $1.16 Million
Q2 2022

Aug 01, 2022
SELL
N/A
-6,520 Reduced 24.85%
19,715 $984,000
Q1 2022

May 05, 2022
SELL
N/A
-2,060 Reduced 7.28%
26,235 $1.35 Million
Q4 2021

Jan 20, 2022
BUY
N/A
11,846 Added 72.02%
28,295 $1.55 Million
Q3 2021

Oct 29, 2021
BUY
N/A
1,349 Added 8.93%
16,449 $901,000
Q2 2021

Aug 10, 2021
BUY
N/A
5,301 Added 54.1%
15,100 $835,000
Q1 2021

May 13, 2021
BUY
N/A
3,133 Added 47.0%
9,799 $535,000
Q4 2020

Feb 03, 2021
SELL
N/A
-2,015 Reduced 23.21%
6,666 $368,000
Q3 2020

Oct 29, 2020
BUY
N/A
518 Added 6.35%
8,681 $473,000
Q2 2020

Aug 11, 2020
SELL
N/A
-1,129 Reduced 12.15%
8,163 $442,000
Q1 2020

May 08, 2020
SELL
N/A
-5,805 Reduced 38.45%
9,292 $492,000
Q4 2019

Feb 05, 2020
BUY
N/A
9,922 Added 191.73%
15,097 $808,000
Q3 2019

Nov 06, 2019
BUY
N/A
5,175 New
5,175 $277,000
Q2 2019

Aug 08, 2019
SELL
N/A
-7,125 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
7,125 New
7,125 $372,000
Q4 2018

Feb 05, 2019
SELL
N/A
-5,805 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
N/A
-2,765 Reduced 32.26%
5,805 $293,000
Q2 2018

Aug 14, 2018
BUY
N/A
8,570 New
8,570 $437,000

Others Institutions Holding VTEB

# of Institutions
1,105
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email