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 304,708 shares of VTEB stock, worth $15.5 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
304,708
Holding current value
$15.5 Million
% of portfolio
3.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-8,388 Closed
0 $0
Q1 2022

May 10, 2022

BUY
N/A
8,388 New
8,388 $461,000
Q4 2021

Feb 14, 2022

SELL
N/A
-15,313 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
N/A
15,313 New
15,313 $839,000

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors 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 San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.