Wade Financial Advisory, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$47.5 - $50.06 $4,465 - $4,705	-94 Reduced 0.45%	20,785 $0
Q3 2022 Oct 26, 2022	SELL	$48.11 - $51.14 $60,618 - $64,436	-1,260 Reduced 5.69%	20,879 $1.01 Million
Q2 2022 Aug 05, 2022	SELL	$49.13 - $51.51 $870,043 - $912,190	-17,709 Reduced 44.44%	22,139 $1.11 Million
Q1 2022 Apr 21, 2022	BUY	$51.44 - $54.88 $256,737 - $273,906	4,991 Added 14.32%	39,848 $2.05 Million
Q4 2021 Feb 08, 2022	BUY	$54.5 - $55.03 $103,550 - $104,557	1,900 Added 5.77%	34,857 $1.91 Million
Q3 2021 Nov 02, 2021	SELL	$54.77 - $55.59 $405,517 - $411,588	-7,404 Reduced 18.34%	32,957 $1.81 Million
Q2 2021 Jul 29, 2021	BUY	$54.58 - $55.46 $433,092 - $440,075	7,935 Added 24.47%	40,361 $2.23 Million
Q1 2021 Apr 14, 2021	SELL	$54.36 - $55.51 $47,891 - $48,904	-881 Reduced 2.65%	32,426 $1.77 Million
Q4 2020 Mar 10, 2021	SELL	$54.06 - $55.19 $148,502 - $151,606	-2,747 Reduced 7.62%	33,307 $1.84 Million
Q3 2020 Nov 03, 2020	BUY	$54.07 - $55.05 $125,766 - $128,046	2,326 Added 6.9%	36,054 $1.96 Million
Q2 2020 Jul 16, 2020	BUY	$51.64 - $54.14 $55,667 - $58,362	1,078 Added 3.3%	33,728 $1.83 Million
Q1 2020 Apr 27, 2020	BUY	$45.81 - $55.19 $1.05 Million - $1.26 Million	22,850 Added 233.16%	32,650 $1.73 Million
Q4 2019 Feb 11, 2020	BUY	$53.19 - $53.86 $521,262 - $527,828	9,800 New	9,800 $525,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.66 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.61 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.61 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.27 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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