Trellis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Trellis Wealth Advisors LLC

  • $206 Billion
  • Q1 2025

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 8,202 shares of VTEB stock, worth $400,257. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,202
Previous 8,186 0.2%
Holding current value
$400,257
Previous $410 Million 0.83%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$49.25 - $50.66 $788 - $810
16 Added 0.2%
8,202 $407 Million
Q4 2024

Feb 03, 2025
BUY
$49.79 - $51.14 $2,987 - $3,068
60 Added 0.74%
8,186 $410 Million
Q3 2024

Oct 21, 2024
BUY
$49.93 - $51.15 $5,991 - $6,138
120 Added 1.5%
8,126 $415 Million
Q2 2024

Jul 30, 2024
BUY
$49.55 - $50.44 $396,697 - $403,822
8,006 New
8,006 $401 Million

Others Institutions Holding VTEB

# of Institutions
1,329
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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