Sheets Smith Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$50.36 - $51.06 $4,179 - $4,237	83 Added 2.05%	4,136 $209,000
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $191,950 - $207,270	4,053 New	4,053 $206,000
Q2 2022 Jul 27, 2022	SELL	N/A	-10,413 Reduced 69.24%	4,626 $231,000
Q1 2022 May 02, 2022	SELL	N/A	-831 Reduced 5.24%	15,039 $775,000
Q4 2021 Jan 20, 2022	SELL	N/A	-15,432 Reduced 49.3%	15,870 $871,000
Q3 2021 Oct 15, 2021	SELL	N/A	-1,695 Reduced 5.14%	31,302 $1.71 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-133 Reduced 0.4%	32,997 $1.83 Million
Q1 2021 Apr 23, 2021	SELL	N/A	-187 Reduced 0.56%	33,130 $1.81 Million
Q4 2020 Jan 13, 2021	BUY	N/A	3,717 Added 12.56%	33,317 $1.84 Million
Q3 2020 Oct 26, 2020	BUY	N/A	43 Added 0.15%	29,600 $1.61 Million
Q2 2020 Jul 17, 2020	BUY	N/A	3,047 Added 11.49%	29,557 $1.6 Million
Q1 2020 Apr 28, 2020	BUY	N/A	4,738 Added 21.76%	26,510 $1.4 Million
Q4 2019 Jan 24, 2020	BUY	N/A	13,532 Added 164.22%	21,772 $1.17 Million
Q3 2019 Oct 28, 2019	BUY	N/A	2,854 Added 52.99%	8,240 $442,000
Q2 2019 Jul 12, 2019	BUY	N/A	5,386 New	5,386 $286,000

Others Institutions Holding VTEB

# of Institutions

1,141

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.61 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.55 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.52 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.3 Billion
1.37% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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