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

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

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 15,190 shares of VTEB stock, worth $763,601. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,190
Previous 22,852 33.53%
Holding current value
$763,601
Previous $1.12 Million 32.14%
% of portfolio
0.32%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$48.5 - $50.19 $371,607 - $384,555
-7,662 Reduced 33.53%
15,190 $760,000
Q2 2025

Jul 29, 2025
BUY
$48.13 - $49.85 $274,148 - $283,945
5,696 Added 33.2%
22,852 $1.12 Million
Q1 2025

May 06, 2025
SELL
$49.25 - $50.66 $117,461 - $120,824
-2,385 Reduced 12.21%
17,156 $851,000
Q4 2024

Jan 29, 2025
BUY
$49.79 - $51.14 $46,852 - $48,122
941 Added 5.06%
19,541 $979,000
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
1,374
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
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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