Srs Capital Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Srs Capital Advisors, Inc.

$977 Million
Q2 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 17,402 shares of VTEB stock, worth $884,543. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,402

Previous 16,997 2.38%

Holding current value

$884,543

Previous $860,000 1.4%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$49.55 - $50.44 $20,067 - $20,428	405 Added 2.38%	17,402 $872,000
Q1 2024 May 14, 2024	BUY	$50.36 - $51.06 $127,360 - $129,130	2,529 Added 17.48%	16,997 $860,000
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $44,897 - $48,480	948 Added 7.01%	14,468 $738,000
Q3 2023 Nov 14, 2023	SELL	$48.03 - $50.5 $7,396 - $7,777	-154 Reduced 1.13%	13,520 $650,000
Q2 2023 Aug 14, 2023	BUY	$49.5 - $51.06 $21,532 - $22,211	435 Added 3.29%	13,674 $686,000
Q1 2023 May 16, 2023	SELL	$49.32 - $51.02 $9,222 - $9,540	-187 Reduced 1.39%	13,239 $670,000
Q4 2022 Feb 24, 2023	BUY	$47.61 - $50.06 $285 - $300	6 Added 0.04%	13,426 $664,000
Q3 2022 Nov 03, 2022	BUY	N/A	6,056 Added 82.24%	13,420 $646,000
Q2 2022 Aug 22, 2022	SELL	N/A	-387 Reduced 4.99%	7,364 $368,000
Q1 2022 May 12, 2022	SELL	N/A	-1,017 Reduced 11.6%	7,751 $400,000
Q4 2021 Feb 08, 2022	SELL	N/A	-847 Reduced 8.81%	8,768 $481,000
Q3 2021 Nov 05, 2021	BUY	N/A	81 Added 0.85%	9,615 $527,000
Q2 2021 Aug 02, 2021	BUY	N/A	784 Added 8.96%	9,534 $527,000
Q4 2020 Feb 03, 2021	BUY	N/A	206 Added 2.41%	8,750 $483,000
Q3 2020 Nov 12, 2020	SELL	N/A	-2,220 Reduced 20.62%	8,544 $465,000
Q2 2020 Aug 06, 2020	BUY	N/A	5,397 Added 100.56%	10,764 $583,000
Q1 2020 May 13, 2020	SELL	N/A	-145 Reduced 2.63%	5,367 $284,000
Q4 2019 Feb 07, 2020	BUY	N/A	44 Added 0.8%	5,512 $295,000
Q3 2019 Nov 01, 2019	BUY	N/A	565 Added 11.52%	5,468 $293,000
Q2 2019 Aug 08, 2019	SELL	N/A	-4,804 Reduced 49.49%	4,903 $260,000
Q4 2018 Feb 06, 2019	BUY	N/A	4,162 Added 75.06%	9,707 $496,000
Q3 2018 Nov 06, 2018	BUY	N/A	5,545 New	5,545 $280,000

Others Institutions Holding VTEB

# of Institutions

1,141

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Srs Capital Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History