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

Trellis Wealth Advisors LLC

$230 Billion
Q2 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 8,227 shares of VTEB stock, worth $414,064. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,227

Previous 8,202 0.3%

Holding current value

$414,064

Previous $407 Million 0.89%

% of portfolio

0.18%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$48.13 - $49.85 $1,203 - $1,246	25 Added 0.3%	8,227 $403 Million
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

1,338

Shares Held

561M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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