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

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$51.44 - $54.88 $244,288 - $260,625	-4,749 Closed	0 $0
Q4 2021 Feb 17, 2022	SELL	$54.5 - $55.03 $119,682 - $120,845	-2,196 Reduced 31.62%	4,749 $261,000
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $40,389 - $41,040	740 Added 11.93%	6,945 $384,000
Q1 2021 Apr 20, 2021	SELL	$54.36 - $55.51 $8,262 - $8,437	-152 Reduced 2.39%	6,205 $339,000
Q4 2020 Jan 25, 2021	BUY	$54.06 - $55.19 $343,659 - $350,842	6,357 New	6,357 $351,000
Q3 2020 Oct 13, 2020	SELL	$54.07 - $55.05 $289,652 - $294,902	-5,357 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$51.64 - $54.14 $186,626 - $195,661	-3,614 Reduced 40.29%	5,357 $291,000
Q1 2020 May 12, 2020	BUY	$45.81 - $55.19 $410,961 - $495,109	8,971 New	8,971 $475,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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