Schwallier Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,565 shares of VTEB stock, worth $531,736. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,565
Previous 6,607 59.91%
Holding current value
$531,736
Previous $328 Million 58.0%
% of portfolio
0.32%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$48.13 - $49.85 $190,498 - $197,306
3,958 Added 59.91%
10,565 $518 Million
Q1 2025

Aug 14, 2025
BUY
$49.25 - $50.66 $325,394 - $334,710
6,607 New
6,607 $328 Million

Others Institutions Holding VTEB

# of Institutions
1,335
Shares Held
560M
Call Options Held
124K
Put Options Held
62.8K
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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