Soltis Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Soltis Investment Advisors LLC

$1.08 Billion
Q1 2025

A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 160,704 shares of VTEB stock, worth $7.84 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

160,704

Previous 164,010 2.02%

Holding current value

$7.84 Million

Previous $8.22 Million 3.0%

% of portfolio

0.74%

Previous 0.8%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$49.25 - $50.66 $162,820 - $167,481	-3,306 Reduced 2.02%	160,704 $7.97 Million
Q4 2024 Jan 29, 2025	SELL	$49.79 - $51.14 $50,785 - $52,162	-1,020 Reduced 0.62%	164,010 $8.22 Million
Q3 2024 Nov 18, 2024	BUY	$49.93 - $51.15 $854,851 - $875,739	17,121 Added 11.58%	165,030 $8.44 Million
Q2 2024 Aug 12, 2024	SELL	$49.55 - $50.44 $1.04 Million - $1.06 Million	-20,957 Reduced 12.41%	147,909 $7.41 Million
Q1 2024 Apr 29, 2024	BUY	$50.36 - $51.06 $1.52 Million - $1.55 Million	30,259 Added 21.83%	168,866 $8.54 Million
Q4 2023 Jan 26, 2024	SELL	$47.36 - $51.14 $21,690 - $23,422	-458 Reduced 0.33%	138,607 $7.08 Million
Q3 2023 Nov 08, 2023	BUY	$48.03 - $50.5 $1.32 Million - $1.39 Million	27,432 Added 24.57%	139,065 $6.69 Million
Q2 2023 Aug 08, 2023	SELL	$49.5 - $51.06 $20,245 - $20,883	-409 Reduced 0.37%	111,633 $5.61 Million
Q1 2023 May 03, 2023	BUY	$49.32 - $51.02 $2.93 Million - $3.03 Million	59,395 Added 112.82%	112,042 $5.68 Million
Q4 2022 Feb 09, 2023	BUY	$47.5 - $50.06 $1.47 Million - $1.55 Million	30,942 Added 142.56%	52,647 $2.61 Million
Q1 2022 May 06, 2022	BUY	$51.44 - $54.88 $873,554 - $931,972	16,982 Added 359.56%	21,705 $1.12 Million
Q4 2021 Feb 09, 2022	SELL	$54.5 - $55.03 $1.07 Million - $1.08 Million	-19,699 Reduced 80.66%	4,723 $259,000
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $4,819 - $4,891	88 Added 0.36%	24,422 $1.34 Million
Q2 2021 Aug 04, 2021	BUY	$54.58 - $55.46 $524,459 - $532,915	9,609 Added 65.26%	24,334 $1.35 Million
Q1 2021 May 11, 2021	BUY	$54.36 - $55.51 $800,451 - $817,384	14,725 New	14,725 $805,000

Others Institutions Holding VTEB

# of Institutions

1,330

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.

Account

Soltis Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History