Stone Point Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Stone Point Wealth LLC

$283 Million
Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stone Point Wealth LLC holds 37,860 shares of VTEB stock, worth $1.91 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

37,860

Previous 30,390 24.58%

Holding current value

$1.91 Million

Previous $1.55 Million 23.47%

% of portfolio

0.68%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$50.36 - $51.06 $376,189 - $381,418	7,470 Added 24.58%	37,860 $1.92 Million
Q4 2023 Jan 26, 2024	BUY	$47.36 - $51.14 $34,241 - $36,974	723 Added 2.44%	30,390 $1.55 Million
Q3 2023 Oct 25, 2023	SELL	$48.03 - $50.5 $203,983 - $214,473	-4,247 Reduced 12.52%	29,667 $1.43 Million
Q2 2023 Jul 25, 2023	BUY	$49.5 - $51.06 $219,136 - $226,042	4,427 Added 15.01%	33,914 $1.7 Million
Q1 2023 Apr 20, 2023	BUY	$49.32 - $51.02 $151,215 - $156,427	3,066 Added 11.6%	29,487 $1.49 Million

Q4 2022 Jan 20, 2023	BUY	$47.61 - $50.06 $538,992 - $566,729	11,321 Added 74.97%	26,421 $0
Q3 2022 Nov 03, 2022	SELL	N/A	-4,420 Reduced 22.64%	15,100 $727,000
Q2 2022 Jul 19, 2022	BUY	N/A	12,413 Added 174.66%	19,520 $975,000
Q1 2022 Apr 29, 2022	SELL	N/A	-5,038 Reduced 41.48%	7,107 $367,000
Q4 2021 Feb 10, 2022	BUY	N/A	12,145 New	12,145 $665,000

Others Institutions Holding VTEB

# of Institutions

1,103

Shares Held

486M

Call Options Held

26.8K

Put Options Held

52.1K

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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History