Stone X Group Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Stone X Group Inc.

$1.14 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$51.44 - $54.88 $774,429 - $826,218	-15,055 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$54.5 - $55.03 $119,191 - $120,350	-2,187 Reduced 12.68%	15,055 $827,000
Q3 2021 Oct 20, 2021	BUY	$54.77 - $55.59 $3,724 - $3,780	68 Added 0.4%	17,242 $944,000
Q2 2021 Aug 06, 2021	BUY	$54.58 - $55.46 $3,493 - $3,549	64 Added 0.37%	17,174 $950,000
Q1 2021 Jun 23, 2021	BUY	$54.36 - $55.51 $9,784 - $9,991	180 Added 1.06%	17,110 $0
Q4 2020 Feb 03, 2021	BUY	$54.06 - $55.19 $73,035 - $74,561	1,351 Added 8.67%	16,930 $0
Q3 2020 Nov 12, 2020	BUY	$54.07 - $55.05 $3,947 - $4,018	73 Added 0.47%	15,579 $0
Q2 2020 Aug 12, 2020	BUY	$51.64 - $54.14 $2,685 - $2,815	52 Added 0.34%	15,506 $0
Q1 2020 Apr 30, 2020	BUY	$45.81 - $55.19 $37,472 - $45,145	818 Added 5.59%	15,454 $0
Q4 2019 Jan 24, 2020	BUY	$53.19 - $53.86 $778,488 - $788,294	14,636 New	14,636 $0

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.66 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.61 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.61 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.27 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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