Trinity Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 2025

A detailed history of Trinity Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 5,974 shares of VTEB stock, worth $300,312. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,974
Previous 11,436 47.76%
Holding current value
$300,312
Previous $560,000 46.61%
% of portfolio
0.12%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$48.5 - $50.19 $264,907 - $274,137
-5,462 Reduced 47.76%
5,974 $299,000
Q2 2025

Jul 11, 2025
BUY
$48.13 - $49.85 $24,979 - $25,872
519 Added 4.75%
11,436 $560,000
Q4 2024

Jan 23, 2025
BUY
$49.79 - $51.14 $543,557 - $558,295
10,917 New
10,917 $547,000

Others Institutions Holding VTEB

# of Institutions
1,372
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email