Valeo Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 174,282 shares of VTEB stock, worth $8.83 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

174,282

Previous 152,710 14.13%

Holding current value

$8.83 Million

Previous $7.81 Million 11.91%

% of portfolio

0.22%

Previous 0.2%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$49.79 - $51.14 $1.07 Million - $1.1 Million	21,572 Added 14.13%	174,282 $8.74 Million
Q3 2024 Oct 10, 2024	BUY	$49.93 - $51.15 $4.82 Million - $4.94 Million	96,553 Added 171.93%	152,710 $7.81 Million
Q2 2024 Jul 10, 2024	BUY	$49.55 - $50.44 $95,532 - $97,248	1,928 Added 3.56%	56,157 $2.81 Million
Q1 2024 Apr 25, 2024	BUY	$50.36 - $51.06 $33,791 - $34,261	671 Added 1.25%	54,229 $2.74 Million
Q1 2024 Apr 19, 2024	BUY	$50.36 - $51.06 $507,729 - $514,786	10,082 Added 23.19%	53,558 $2.71 Million
Q4 2023 Jan 29, 2024	SELL	$47.36 - $51.14 $545,160 - $588,672	-11,511 Reduced 20.93%	43,476 $2.22 Million
Q3 2023 Oct 19, 2023	SELL	$48.03 - $50.5 $1.23 Million - $1.3 Million	-25,667 Reduced 31.82%	54,987 $2.64 Million
Q2 2023 Jul 14, 2023	SELL	$49.5 - $51.06 $1.54 Million - $1.59 Million	-31,053 Reduced 27.8%	80,654 $4.05 Million
Q1 2023 Apr 17, 2023	BUY	$49.32 - $51.02 $762,635 - $788,922	15,463 Added 16.07%	111,707 $5.66 Million
Q4 2022 Feb 09, 2023	SELL	$47.5 - $50.06 $255,597 - $269,372	-5,381 Reduced 5.29%	96,244 $4.76 Million
Q3 2022 Oct 31, 2022	SELL	$48.11 - $51.14 $843,464 - $896,586	-17,532 Reduced 14.71%	101,625 $4.89 Million
Q2 2022 Aug 03, 2022	BUY	$49.13 - $51.51 $1.42 Million - $1.49 Million	28,835 Added 31.92%	119,157 $5.95 Million
Q1 2022 Apr 28, 2022	SELL	$51.44 - $54.88 $297,940 - $317,864	-5,792 Reduced 6.03%	90,322 $4.66 Million
Q4 2021 Jan 07, 2022	BUY	$54.5 - $55.03 $163,118 - $164,704	2,993 Added 3.21%	96,114 $5.28 Million
Q3 2021 Nov 02, 2021	BUY	$54.77 - $55.59 $322,485 - $327,313	5,888 Added 6.75%	93,121 $5.1 Million
Q2 2021 Jul 22, 2021	SELL	$54.58 - $55.46 $628,324 - $638,455	-11,512 Reduced 11.66%	87,233 $4.82 Million
Q1 2021 Apr 12, 2021	BUY	$54.36 - $55.51 $1.04 Million - $1.07 Million	19,200 Added 24.14%	98,745 $5.4 Million
Q4 2020 Feb 11, 2021	BUY	$54.06 - $55.19 $167,423 - $170,923	3,097 Added 4.05%	79,545 $4.39 Million
Q3 2020 Oct 28, 2020	BUY	$54.07 - $55.05 $459,054 - $467,374	8,490 Added 12.49%	76,448 $4.16 Million
Q2 2020 Jul 20, 2020	BUY	$51.64 - $54.14 $190,551 - $199,776	3,690 Added 5.74%	67,958 $3.68 Million
Q1 2020 Apr 13, 2020	BUY	$45.81 - $55.19 $111,593 - $134,442	2,436 Added 3.94%	64,268 $3.42 Million
Q4 2019 Jan 24, 2020	BUY	$53.19 - $53.86 $591,313 - $598,761	11,117 Added 21.92%	61,832 $3.31 Million
Q3 2019 Oct 15, 2019	BUY	$53.22 - $53.72 $390,049 - $393,713	7,329 Added 16.89%	50,715 $2.72 Million
Q2 2019 Jul 10, 2019	BUY	N/A	2,766 Added 6.81%	43,386 $2.3 Million
Q1 2019 Apr 12, 2019	BUY	N/A	10,563 Added 35.14%	40,620 $2.12 Million
Q4 2018 Jan 30, 2019	BUY	N/A	7,159 Added 31.26%	30,057 $1.53 Million
Q3 2018 Nov 01, 2018	BUY	N/A	18,405 Added 409.64%	22,898 $1.15 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-4,267 Reduced 48.71%	4,493 $229,000
Q1 2018 Apr 12, 2018	BUY	N/A	7,365 Added 527.96%	8,760 $445,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,395	1,395 $72,000

Others Institutions Holding VTEB

# of Institutions

1,299

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Valeo Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History