Shared Vision Wealth Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Shared Vision Wealth Group LLC

$190 Billion
Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 63,510 shares of VTEB stock, worth $3.2 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

63,510

Previous 61,736 2.87%

Holding current value

$3.2 Million

Previous $3.16 Billion 0.88%

% of portfolio

1.68%

Previous 1.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$49.79 - $51.14 $88,327 - $90,722	1,774 Added 2.87%	63,510 $3.18 Billion
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $141,901 - $145,368	-2,842 Reduced 4.4%	61,736 $3.16 Billion
Q2 2024 Jul 23, 2024	BUY	$49.55 - $50.44 $81,460 - $82,923	1,644 Added 2.61%	64,578 $3.24 Billion
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $6,395 - $6,484	-127 Reduced 0.2%	62,934 $3.18 Billion
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $2.99 Million - $3.22 Million	63,061 New	63,061 $3.22 Billion

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History