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

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 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 22,852 shares of VTEB stock, worth $1.15 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
22,852
Previous 17,156 33.2%
Holding current value
$1.15 Million
Previous $851,000 31.61%
% of portfolio
0.51%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,337
Shares Held
560M
Call Options Held
124K
Put Options Held
62.8K
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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