Walkner Condon Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,583 shares of VTEB stock, worth $230,204. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,583

Previous 3,988 14.92%

Holding current value

$230,204

Previous $203,000 12.81%

% of portfolio

0.05%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$49.79 - $51.14 $29,625 - $30,428	595 Added 14.92%	4,583 $229,000
Q3 2024 Oct 31, 2024	BUY	$49.93 - $51.15 $199,120 - $203,986	3,988 New	3,988 $203,000
Q1 2024 Apr 22, 2024	SELL	$50.36 - $51.06 $22,208 - $22,517	-441 Reduced 9.96%	3,988 $201,000
Q4 2023 Jan 23, 2024	BUY	$47.36 - $51.14 $209,757 - $226,499	4,429 New	4,429 $226,000
Q3 2022 Oct 28, 2022	SELL	$48.11 - $51.14 $14,817 - $15,751	-308 Reduced 1.49%	20,316 $978,000
Q2 2022 Aug 04, 2022	SELL	$49.13 - $51.51 $20,241 - $21,222	-412 Reduced 1.96%	20,624 $1.03 Million
Q1 2022 May 03, 2022	SELL	$51.44 - $54.88 $442,641 - $472,242	-8,605 Reduced 29.03%	21,036 $1.08 Billion
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $8,011 - $8,089	147 Added 0.5%	29,641 $0
Q3 2021 Nov 04, 2021	SELL	$54.77 - $55.59 $5,477 - $5,559	-100 Reduced 0.34%	29,494 $1.62 Million
Q2 2021 Aug 10, 2021	SELL	$54.58 - $55.46 $148,457 - $150,851	-2,720 Reduced 8.42%	29,594 $1.64 Million
Q1 2021 Apr 13, 2021	BUY	$54.36 - $55.51 $189,662 - $193,674	3,489 Added 12.1%	32,314 $1.77 Million
Q4 2020 Jan 12, 2021	BUY	$54.06 - $55.19 $101,578 - $103,702	1,879 Added 6.97%	28,825 $1.59 Million
Q3 2020 Nov 10, 2020	BUY	$54.07 - $55.05 $1.46 Million - $1.48 Million	26,946 New	26,946 $1.47 Million

Others Institutions Holding VTEB

# of Institutions

1,242

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Walkner Condon Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History