Sax Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,626 shares of VTEB stock, worth $431,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,626

Previous 19,499 55.76%

Holding current value

$431,127

Previous $967,000 56.36%

% of portfolio

0.03%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$48.13 - $49.85 $523,317 - $542,019	-10,873 Reduced 55.76%	8,626 $422,000
Q1 2025 May 14, 2025	BUY	$49.25 - $50.66 $29,845 - $30,699	606 Added 3.21%	19,499 $967,000
Q4 2024 Jan 15, 2025	BUY	$49.79 - $51.14 $8,514 - $8,744	171 Added 0.91%	18,893 $947,000
Q3 2024 Oct 17, 2024	BUY	$49.93 - $51.15 $6,241 - $6,393	125 Added 0.67%	18,722 $957,000
Q2 2024 Jul 12, 2024	BUY	$49.55 - $50.44 $13,626 - $13,871	275 Added 1.5%	18,597 $931,000
Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $22,964 - $23,283	456 Added 2.55%	18,322 $927,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $7,530 - $8,131	159 Added 0.9%	17,866 $912,000
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $5,379 - $5,656	112 Added 0.64%	17,707 $851,000
Q2 2023 Aug 10, 2023	BUY	$49.5 - $51.06 $5,197 - $5,361	105 Added 0.6%	17,595 $883,000
Q1 2023 May 05, 2023	BUY	$49.32 - $51.02 $18,051 - $18,673	366 Added 2.14%	17,490 $886,000
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $5,937 - $6,257	125 Added 0.74%	17,124 $847,000
Q3 2022 Nov 08, 2022	BUY	$48.11 - $51.14 $817,821 - $869,328	16,999 New	16,999 $818,000

Others Institutions Holding VTEB

# of Institutions

1,332

Shares Held

561M

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

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History