San Luis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 471,187 shares of VTEB stock, worth $23.8 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
471,187
Previous 304,708 54.64%
Holding current value
$23.8 Million
Previous $15.3 Million 57.75%
% of portfolio
4.97%
Previous 3.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$49.93 - $51.15 $8.31 Million - $8.52 Million
166,479 Added 54.64%
471,187 $24.1 Million
Q2 2024

Jul 12, 2024
BUY
$49.55 - $50.44 $15.1 Million - $15.4 Million
304,708 New
304,708 $15.3 Million
Q2 2022

Aug 10, 2022
SELL
$49.13 - $51.51 $412,102 - $432,065
-8,388 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$51.44 - $54.88 $431,478 - $460,333
8,388 New
8,388 $461,000
Q4 2021

Feb 14, 2022
SELL
$54.5 - $55.03 $834,558 - $842,674
-15,313 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$54.77 - $55.59 $838,693 - $851,249
15,313 New
15,313 $839,000

Others Institutions Holding VTEB

# of Institutions
1,175
Shares Held
508M
Call Options Held
39.6K
Put Options Held
85.7K
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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