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

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,189 shares of VTEB stock, worth $716,970. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,189

Holding current value

$716,970

% of portfolio

0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$49.93 - $51.15 $708,456 - $725,767	14,189 New	14,189 $725,000
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	$49.13 - $51.51 $511,590 - $536,373	-10,413 Reduced 69.24%	4,626 $231,000
Q1 2022 May 02, 2022	SELL	$51.44 - $54.88 $42,746 - $45,605	-831 Reduced 5.24%	15,039 $775,000
Q4 2021 Jan 20, 2022	SELL	$54.5 - $55.03 $841,044 - $849,222	-15,432 Reduced 49.3%	15,870 $871,000
Q3 2021 Oct 15, 2021	SELL	$54.77 - $55.59 $92,835 - $94,225	-1,695 Reduced 5.14%	31,302 $1.71 Million
Q2 2021 Aug 03, 2021	SELL	$54.58 - $55.46 $7,259 - $7,376	-133 Reduced 0.4%	32,997 $1.83 Million
Q1 2021 Apr 23, 2021	SELL	$54.36 - $55.51 $10,165 - $10,380	-187 Reduced 0.56%	33,130 $1.81 Million
Q4 2020 Jan 13, 2021	BUY	$54.06 - $55.19 $200,941 - $205,141	3,717 Added 12.56%	33,317 $1.84 Million
Q3 2020 Oct 26, 2020	BUY	$54.07 - $55.05 $2,325 - $2,367	43 Added 0.15%	29,600 $1.61 Million
Q2 2020 Jul 17, 2020	BUY	$51.64 - $54.14 $157,347 - $164,964	3,047 Added 11.49%	29,557 $1.6 Million
Q1 2020 Apr 28, 2020	BUY	$45.81 - $55.19 $217,047 - $261,490	4,738 Added 21.76%	26,510 $1.4 Million
Q4 2019 Jan 24, 2020	BUY	$53.19 - $53.86 $719,767 - $728,833	13,532 Added 164.22%	21,772 $1.17 Million
Q3 2019 Oct 28, 2019	BUY	$53.22 - $53.72 $151,889 - $153,316	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

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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