Robertson Stephens Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 125,174 shares of VTEB stock, worth $6.29 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
125,174
Previous 104,851 19.38%
Holding current value
$6.29 Million
Previous $5.36 Million 17.07%
% of portfolio
0.23%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$49.79 - $51.14 $1.01 Million - $1.04 Million
20,323 Added 19.38%
125,174 $6.27 Million
Q3 2024

Nov 12, 2024
BUY
$49.93 - $51.15 $1.82 Million - $1.86 Million
36,384 Added 53.14%
104,851 $5.36 Million
Q2 2024

Aug 13, 2024
BUY
$49.55 - $50.44 $2.87 Million - $2.92 Million
57,982 Added 553.0%
68,467 $3.43 Million
Q1 2024

May 15, 2024
SELL
$50.36 - $51.06 $1,359 - $1,378
-27 Reduced 0.26%
10,485 $530,000
Q4 2023

Feb 06, 2024
SELL
$47.36 - $51.14 $6,630 - $7,159
-140 Reduced 1.31%
10,512 $536,000
Q3 2023

Nov 13, 2023
BUY
$48.03 - $50.5 $511,615 - $537,926
10,652 New
10,652 $512,000
Q1 2023

May 11, 2023
BUY
$49.32 - $51.02 $345 - $357
7 Added 0.09%
8,051 $407,000
Q4 2022

Feb 14, 2023
BUY
$47.5 - $50.06 $181,925 - $191,729
3,830 Added 90.89%
8,044 $398,000
Q3 2022

Nov 14, 2022
SELL
$48.11 - $51.14 $410,474 - $436,326
-8,532 Reduced 66.94%
4,214 $202,000
Q2 2022

Aug 12, 2022
BUY
$49.13 - $51.51 $626,210 - $656,546
12,746 New
12,746 $636,000

Others Institutions Holding VTEB

# of Institutions
1,238
Shares Held
510M
Call Options Held
39.6K
Put Options Held
53.8K
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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