Vsm Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 64,362 shares of VTEB stock, worth $3.24 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
64,362
Previous 82,599 22.08%
Holding current value
$3.24 Million
Previous $4.1 Billion 23.01%
% of portfolio
1.04%
Previous 1.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$48.13 - $49.85 $877,746 - $909,114
-18,237 Reduced 22.08%
64,362 $3.16 Billion
Q1 2025

May 05, 2025
SELL
$49.25 - $50.66 $60,528 - $62,261
-1,229 Reduced 1.47%
82,599 $4.1 Billion
Q4 2024

Feb 10, 2025
BUY
$49.79 - $51.14 $4.17 Million - $4.29 Million
83,828 New
83,828 $4.2 Billion

Others Institutions Holding VTEB

# of Institutions
1,346
Shares Held
563M
Call Options Held
124K
Put Options Held
57.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, 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 Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email