Roth Financial Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Roth Financial Partners LLC

$251 Million
Q4 2024

A detailed history of Roth Financial Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Roth Financial Partners LLC holds 277,207 shares of VTEB stock, worth $13.9 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares

277,207

Previous 265,628 4.36%

Holding current value

$13.9 Million

Previous $13.6 Million 2.34%

% of portfolio

5.53%

Previous 5.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$49.79 - $51.14 $576,518 - $592,150	11,579 Added 4.36%	277,207 $13.9 Million
Q3 2024 Jan 14, 2025	SELL	$49.93 - $51.15 $144,497 - $148,028	-2,894 Reduced 1.04%	274,313 $14 Million
Q2 2024 Jul 03, 2024	BUY	$49.55 - $50.44 $1.11 Million - $1.13 Million	22,369 Added 9.2%	265,628 $13.3 Million
Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $1.33 Million - $1.35 Million	26,415 Added 12.18%	243,259 $12.3 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $51.14 $9.88 Million - $10.7 Million	208,654 Added 2547.67%	216,844 $11.1 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $393,365 - $413,595	8,190 New	8,190 $393,000

Others Institutions Holding VTEB

# of Institutions

1,300

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
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Roth Financial Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History