Valmark Advisers, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valmark Advisers, Inc. holds 142,099 shares of VTEB stock, worth $6.93 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

142,099

Previous 168,999 15.92%

Holding current value

$6.93 Million

Previous $8.47 Million 16.77%

% of portfolio

0.11%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$49.25 - $50.66 $1.32 Million - $1.36 Million	-26,900 Reduced 15.92%	142,099 $7.05 Million
Q4 2024 Jan 30, 2025	BUY	$49.79 - $51.14 $547,590 - $562,437	10,998 Added 6.96%	168,999 $8.47 Million
Q3 2024 Oct 25, 2024	BUY	$49.93 - $51.15 $266,076 - $272,578	5,329 Added 3.49%	158,001 $8.08 Million
Q2 2024 Jul 31, 2024	BUY	$49.55 - $50.44 $475,927 - $484,476	9,605 Added 6.71%	152,672 $7.65 Million
Q1 2024 May 03, 2024	BUY	$50.36 - $51.06 $189,454 - $192,087	3,762 Added 2.7%	143,067 $7.24 Million
Q4 2023 Feb 02, 2024	BUY	$47.36 - $51.14 $581,722 - $628,152	12,283 Added 9.67%	139,305 $7.11 Million
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.5 $426,266 - $448,187	8,875 Added 7.51%	127,022 $6.11 Million
Q2 2023 Aug 02, 2023	SELL	$49.5 - $51.06 $108,900 - $112,332	-2,200 Reduced 1.83%	118,147 $5.93 Million
Q1 2023 May 01, 2023	BUY	$49.32 - $51.02 $287,732 - $297,650	5,834 Added 5.09%	120,347 $6.1 Million
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $230,517 - $242,941	4,853 Added 4.43%	114,513 $5.67 Million
Q3 2022 Nov 02, 2022	BUY	$48.11 - $51.14 $504,770 - $536,560	10,492 Added 10.58%	109,660 $5.28 Million
Q2 2022 Aug 01, 2022	BUY	$49.13 - $51.51 $820,421 - $860,165	16,699 Added 20.25%	99,168 $4.95 Million
Q1 2022 May 10, 2022	BUY	$51.44 - $54.88 $517,949 - $552,586	10,069 Added 13.91%	82,469 $4.25 Million
Q4 2021 Feb 02, 2022	BUY	$54.5 - $55.03 $999,693 - $1.01 Million	18,343 Added 33.93%	72,400 $3.98 Million
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $1.54 Million - $1.56 Million	28,083 Added 108.12%	54,057 $2.96 Million
Q2 2021 Aug 06, 2021	BUY	$54.58 - $55.46 $887,689 - $902,001	16,264 Added 167.5%	25,974 $1.44 Million
Q3 2020 Nov 09, 2020	BUY	$54.07 - $55.05 $36,389 - $37,048	673 Added 7.45%	9,710 $529,000
Q2 2020 Jul 31, 2020	BUY	$51.64 - $54.14 $47,818 - $50,133	926 Added 11.42%	9,037 $489,000
Q1 2020 May 01, 2020	BUY	$45.81 - $55.19 $83,465 - $100,556	1,822 Added 28.97%	8,111 $429,000
Q4 2019 Jan 31, 2020	BUY	$53.19 - $53.86 $334,511 - $338,725	6,289 New	6,289 $337,000
Q3 2019 Nov 06, 2019	SELL	$53.22 - $53.72 $300,905 - $303,732	-5,654 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	582 Added 11.47%	5,654 $300,000
Q1 2019 May 10, 2019	BUY	N/A	237 Added 4.9%	5,072 $265,000
Q4 2018 Feb 07, 2019	BUY	N/A	4,835 New	4,835 $247,000

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History