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

Schmidt P J Investment Management Inc

  • $563 Million
  • Q4 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 94,118 shares of VTEB stock, worth $4.6 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
94,118
Previous 93,855 0.28%
Holding current value
$4.6 Million
Previous $4.8 Million 1.65%
% of portfolio
0.84%
Previous 0.83%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$49.79 - $51.14 $13,094 - $13,449
263 Added 0.28%
94,118 $4.72 Million
Q3 2024

Oct 23, 2024
BUY
$49.93 - $51.15 $34,202 - $35,037
685 Added 0.74%
93,855 $4.8 Million
Q2 2024

Jul 29, 2024
BUY
$49.55 - $50.44 $150,483 - $153,186
3,037 Added 3.37%
93,170 $4.67 Million
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
$47.5 - $50.06 $60,135 - $63,375
-1,266 Reduced 1.92%
64,692 $3.2 Million
Q3 2022

Oct 24, 2022
BUY
$48.11 - $51.14 $223,903 - $238,005
4,654 Added 7.59%
65,958 $3.16 Million
Q2 2022

Aug 24, 2022
BUY
$49.13 - $51.51 $1.99 Million - $2.09 Million
40,499 Added 194.66%
61,304 $3.08 Million
Q1 2022

May 06, 2022
BUY
$51.44 - $54.88 $197,529 - $210,739
3,840 Added 22.63%
20,805 $0
Q4 2021

Feb 01, 2022
BUY
$54.5 - $55.03 $302,039 - $304,976
5,542 Added 48.52%
16,965 $908,000
Q3 2021

Oct 27, 2021
BUY
$54.77 - $55.59 $224,557 - $227,919
4,100 Added 55.99%
11,423 $623,000
Q2 2021

Jul 26, 2021
BUY
$54.58 - $55.46 $163,085 - $165,714
2,988 Added 68.93%
7,323 $407,000
Q1 2021

Apr 30, 2021
BUY
$54.36 - $55.51 $235,650 - $240,635
4,335 New
4,335 $239,000

Others Institutions Holding VTEB

# of Institutions
1,312
Shares Held
555M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
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