Sequoia Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,611,562 shares of VTEB stock, worth $78.6 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

1,611,562

Previous 1,535,947 4.92%

Holding current value

$78.6 Million

Previous $77 Million 3.85%

% of portfolio

0.69%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$49.25 - $50.66 $3.72 Million - $3.83 Million	75,615 Added 4.92%	1,611,562 $80 Million
Q4 2024 Feb 07, 2025	BUY	$49.79 - $51.14 $567,805 - $583,200	11,404 Added 0.75%	1,535,947 $77 Million
Q3 2024 Oct 21, 2024	BUY	$49.93 - $51.15 $20,521 - $21,022	411 Added 0.03%	1,524,543 $77.9 Million
Q2 2024 Jul 15, 2024	BUY	$49.55 - $50.44 $1.22 Million - $1.24 Million	24,657 Added 1.64%	1,524,132 $76.4 Million
Q1 2024 Apr 30, 2024	BUY	$50.36 - $51.06 $1.4 Million - $1.42 Million	27,798 Added 1.89%	1,499,475 $75.9 Million
Q4 2023 Jan 25, 2024	BUY	$47.36 - $51.14 $11.5 Million - $12.4 Million	243,088 Added 19.79%	1,471,677 $75.1 Million
Q3 2023 Nov 08, 2023	BUY	$48.03 - $50.5 $47,165 - $49,591	982 Added 0.08%	1,228,589 $59.1 Million
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $6.18 Million - $6.37 Million	124,755 Added 11.31%	1,227,607 $61.7 Million
Q1 2023 Apr 24, 2023	BUY	$49.32 - $51.02 $31.2 Million - $32.3 Million	632,786 Added 134.62%	1,102,852 $55.9 Million
Q4 2022 Jan 17, 2023	SELL	$47.5 - $50.06 $16.7 Million - $17.6 Million	-352,466 Reduced 42.85%	470,066 $0
Q3 2022 Oct 26, 2022	BUY	$48.11 - $51.14 $1.91 Million - $2.03 Million	39,617 Added 5.06%	822,532 $39.6 Million
Q2 2022 Jul 22, 2022	BUY	$49.13 - $51.51 $4.85 Million - $5.08 Million	98,711 Added 14.43%	782,915 $39.1 Million
Q1 2022 May 13, 2022	BUY	$51.44 - $54.88 $21 Million - $22.4 Million	409,023 Added 148.64%	684,204 $35.3 Million
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $11.4 Million - $11.5 Million	208,388 Added 311.99%	275,181 $15.1 Million
Q3 2021 Oct 26, 2021	SELL	$54.77 - $55.59 $5.42 Million - $5.5 Million	-98,910 Reduced 59.69%	66,793 $3.66 Million
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $7.88 Million - $8 Million	144,321 Added 674.96%	165,703 $9.16 Million
Q1 2021 May 14, 2021	BUY	$54.36 - $55.51 $346,381 - $353,709	6,372 Added 42.45%	21,382 $1.17 Million
Q4 2020 Feb 12, 2021	BUY	$54.06 - $55.19 $811,440 - $828,401	15,010 New	15,010 $828,000

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History