A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 6,767 shares of VTEB stock, worth $340,583. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,767
Previous 7,317 7.52%
Holding current value
$340,583
Previous $358,000 5.59%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

SELL
$48.5 - $50.19 $26,675 - $27,604
-550 Reduced 7.52%
6,767 $338,000
Q1 2025

Apr 23, 2025

BUY
$49.25 - $50.66 $360,362 - $370,679
7,317 New
7,317 $363,000
Q2 2023

Aug 21, 2023

BUY
$49.5 - $51.06 $40,342 - $41,613
815 New
815 $40,000
Q3 2020

Nov 12, 2020

SELL
$54.07 - $55.05 $291,815 - $297,104
-5,397 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
$53.22 - $53.72 $9,739 - $9,830
-183 Reduced 3.28%
5,397 $290,000
Q4 2018

Feb 14, 2019

BUY
N/A
5,580 New
5,580 $285,000

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.