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 $299,297. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,974
Previous 11,436 47.76%
Holding current value
$299,297
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
1,336
Shares Held
561M
Call Options Held
124K
Put Options Held
62.8K
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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