Soundmark Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Soundmark Wealth Management, LLC

$225 Million
Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 90,286 shares of VTEB stock, worth $4.54 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

90,286

Previous 89,898 0.43%

Holding current value

$4.54 Million

Previous $4.59 Million 0.46%

% of portfolio

2.03%

Previous 2.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$50.36 - $51.06 $19,539 - $19,811	388 Added 0.43%	90,286 $4.57 Million
Q4 2023 Jan 09, 2024	BUY	$47.36 - $51.14 $30,263 - $32,678	639 Added 0.72%	89,898 $4.59 Million
Q3 2023 Oct 10, 2023	SELL	$48.03 - $50.5 $1,152 - $1,212	-24 Reduced 0.03%	89,259 $4.29 Million
Q2 2023 Jul 13, 2023	SELL	$49.5 - $51.06 $2,475 - $2,553	-50 Reduced 0.06%	89,283 $4.48 Million
Q4 2022 Jan 12, 2023	BUY	$47.61 - $50.06 $195,534 - $205,596	4,107 Added 4.82%	89,333 $0

Q3 2022 Oct 12, 2022	BUY	N/A	67,756 Added 387.84%	85,226 $4.1 Million
Q2 2022 Jul 11, 2022	BUY	N/A	17,470 New	17,470 $872,000

Others Institutions Holding VTEB

# of Institutions

1,104

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Soundmark Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History