Shore Haven Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 18,600 shares of VTEB stock, worth $929,628. This represents 0.47% of its overall portfolio holdings.

Number of Shares
18,600
Previous 23,573 21.1%
Holding current value
$929,628
Previous $1.18 Million 19.56%
% of portfolio
0.47%
Previous 0.63%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$49.93 - $51.15 $248,301 - $254,368
-4,973 Reduced 21.1%
18,600 $950,000
Q2 2024

Jul 24, 2024
SELL
$49.55 - $50.44 $15,509 - $15,787
-313 Reduced 1.31%
23,573 $1.18 Million
Q1 2024

May 02, 2024
SELL
$50.36 - $51.06 $19,388 - $19,658
-385 Reduced 1.59%
23,886 $1.21 Million
Q4 2023

Feb 06, 2024
BUY
$47.36 - $51.14 $47,549 - $51,344
1,004 Added 4.32%
24,271 $1.24 Million
Q3 2023

Oct 24, 2023
SELL
$48.03 - $50.5 $1.41 Million - $1.48 Million
-29,374 Reduced 55.8%
23,267 $1.12 Million
Q2 2023

Jul 19, 2023
BUY
$49.5 - $51.06 $812,394 - $837,996
16,412 Added 45.3%
52,641 $2.64 Million
Q1 2023

Apr 14, 2023
SELL
$49.32 - $51.02 $242,309 - $250,661
-4,913 Reduced 11.94%
36,229 $1.84 Million
Q4 2022

Jan 24, 2023
BUY
$47.5 - $50.06 $1.95 Million - $2.06 Million
41,142 New
41,142 $0

Others Institutions Holding VTEB

# of Institutions
1,177
Shares Held
510M
Call Options Held
39.6K
Put Options Held
85.7K
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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