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

Trinity Wealth Management, LLC

  • $248 Million
  • Q2 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 11,436 shares of VTEB stock, worth $558,762. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,436
Previous 10,917 4.75%
Holding current value
$558,762
Previous $540,000 3.7%
% of portfolio
0.23%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,332
Shares Held
561M
Call Options Held
16.3K
Put Options Held
422K
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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