Schmidt P J Investment Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Schmidt P J Investment Management Inc

  • $530 Million
  • Q1 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 90,133 shares of VTEB stock, worth $4.53 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
90,133
Previous 88,410 1.95%
Holding current value
$4.53 Million
Previous $4.51 Million 1.04%
% of portfolio
0.86%
Previous 0.91%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$50.36 - $51.06 $86,770 - $87,976
1,723 Added 1.95%
90,133 $4.56 Million
Q4 2023

Jan 29, 2024
BUY
$47.36 - $51.14 $522,286 - $563,971
11,028 Added 14.25%
88,410 $4.51 Million
Q3 2023

Oct 20, 2023
SELL
$48.03 - $50.5 $451,145 - $474,346
-9,393 Reduced 10.82%
77,382 $3.72 Million
Q2 2023

Jul 26, 2023
SELL
$49.5 - $51.06 $27,274 - $28,134
-551 Reduced 0.63%
86,775 $4.36 Million
Q1 2023

Apr 28, 2023
BUY
$49.32 - $51.02 $1.12 Million - $1.15 Million
22,634 Added 34.99%
87,326 $4.42 Million
Q4 2022

Feb 01, 2023
SELL
$47.61 - $50.06 $60,274 - $63,375
-1,266 Reduced 1.92%
64,692 $3.2 Million
Q3 2022

Oct 24, 2022
BUY
N/A
4,654 Added 7.59%
65,958 $3.16 Million
Q2 2022

Aug 24, 2022
BUY
N/A
40,499 Added 194.66%
61,304 $3.08 Million
Q1 2022

May 06, 2022
BUY
N/A
3,840 Added 22.63%
20,805 $0
Q4 2021

Feb 01, 2022
BUY
N/A
5,542 Added 48.52%
16,965 $908,000
Q3 2021

Oct 27, 2021
BUY
N/A
4,100 Added 55.99%
11,423 $623,000
Q2 2021

Jul 26, 2021
BUY
N/A
2,988 Added 68.93%
7,323 $407,000
Q1 2021

Apr 30, 2021
BUY
N/A
4,335 New
4,335 $239,000

Others Institutions Holding VTEB

# of Institutions
1,105
Shares Held
484M
Call Options Held
26.8K
Put Options Held
86.9K
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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