Soa Wealth Advisors, Llc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,996 shares of VTEB stock, worth $97,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,996

Previous 1,996 -0.0%

Holding current value

$97,404

Previous $100,000 2.0%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$49.79 - $51.14 $14,787 - $15,188	-297 Reduced 12.95%	1,996 $100,000
Q2 2024 Jul 17, 2024	SELL	$49.55 - $50.44 $73,433 - $74,752	-1,482 Reduced 39.26%	2,293 $114,000
Q1 2024 Apr 10, 2024	BUY	$50.36 - $51.06 $114,317 - $115,906	2,270 Added 150.83%	3,775 $191,000
Q4 2023 Jan 10, 2024	SELL	$47.36 - $51.14 $115,321 - $124,525	-2,435 Reduced 61.8%	1,505 $76,000
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $2,833 - $2,979	59 Added 1.52%	3,940 $189,000
Q2 2023 Jul 07, 2023	SELL	$49.5 - $51.06 $6,633 - $6,842	-134 Reduced 3.34%	3,881 $194,000
Q1 2023 Apr 28, 2023	SELL	$49.32 - $51.02 $493 - $510	-10 Reduced 0.25%	4,015 $203,000
Q4 2022 Jan 10, 2023	SELL	$47.5 - $50.06 $13,727 - $14,467	-289 Reduced 6.7%	4,025 $0
Q3 2022 Oct 07, 2022	SELL	$48.11 - $51.14 $66,584 - $70,777	-1,384 Reduced 24.29%	4,314 $207,000
Q2 2022 Jul 13, 2022	SELL	$49.13 - $51.51 $241,473 - $253,171	-4,915 Reduced 46.31%	5,698 $284,000
Q1 2022 Apr 07, 2022	BUY	$51.44 - $54.88 $11,213 - $11,963	218 Added 2.1%	10,613 $547,000
Q4 2021 Jan 13, 2022	BUY	$54.5 - $55.03 $54,500 - $55,030	1,000 Added 10.64%	10,395 $570,000
Q3 2021 Oct 12, 2021	SELL	$54.77 - $55.59 $160,640 - $163,045	-2,933 Reduced 23.79%	9,395 $514,000
Q1 2021 Apr 26, 2021	SELL	$54.36 - $55.51 $20,276 - $20,705	-373 Reduced 2.94%	12,328 $673,000
Q4 2020 Mar 10, 2021	BUY	$54.06 - $55.19 $686,616 - $700,968	12,701 New	12,701 $705,000

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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Soa Wealth Advisors, Llc. Vanguard Mun Bd Fds Tax Exempt Transaction History