Sargent Investment Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Sargent Investment Group, LLC

$702 Million
Q2 2025

A detailed history of Sargent Investment Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sargent Investment Group, LLC holds 93,178 shares of VTEB stock, worth $4.69 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

93,178

Previous 41,047 127.0%

Holding current value

$4.69 Million

Previous $2.04 Million 124.36%

% of portfolio

0.65%

Previous 0.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$48.13 - $49.85 $2.51 Million - $2.6 Million	52,131 Added 127.0%	93,178 $4.57 Million
Q1 2025 May 05, 2025	BUY	$49.25 - $50.66 $536,086 - $551,434	10,885 Added 36.09%	41,047 $2.04 Million
Q4 2024 Jan 27, 2025	BUY	$49.79 - $51.14 $648,514 - $666,098	13,025 Added 76.01%	30,162 $1.51 Million
Q3 2024 Nov 06, 2024	SELL	$49.93 - $51.15 $15,927 - $16,316	-319 Reduced 1.83%	17,137 $876,000
Q2 2024 Aug 09, 2024	SELL	$49.55 - $50.44 $27,549 - $28,044	-556 Reduced 3.09%	17,456 $874,000
Q1 2024 May 10, 2024	SELL	$50.36 - $51.06 $149,166 - $151,239	-2,962 Reduced 14.12%	18,012 $911,000
Q4 2023 Feb 05, 2024	BUY	$47.36 - $51.14 $563,584 - $608,566	11,900 Added 131.14%	20,974 $1.07 Million
Q3 2023 Nov 13, 2023	SELL	$48.03 - $50.5 $81,651 - $85,850	-1,700 Reduced 15.78%	9,074 $436,000
Q2 2023 Jul 31, 2023	SELL	$49.5 - $51.06 $642,312 - $662,554	-12,976 Reduced 54.64%	10,774 $541,000
Q1 2023 May 02, 2023	SELL	$49.32 - $51.02 $315,648 - $326,528	-6,400 Reduced 21.23%	23,750 $1.2 Million
Q4 2022 Jan 31, 2023	BUY	$47.5 - $50.06 $1.13 Million - $1.19 Million	23,700 Added 367.44%	30,150 $1.49 Million
Q3 2022 Oct 26, 2022	BUY	$48.11 - $51.14 $31,271 - $33,241	650 Added 11.21%	6,450 $313,000
Q2 2022 Jul 26, 2022	BUY	$49.13 - $51.51 $284,954 - $298,758	5,800 New	5,800 $290,000

Others Institutions Holding VTEB

# of Institutions

1,337

Shares Held

560M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Sargent Investment Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History