Wealth Cmt Vanguard Mun Bd Fds Tax Exempt Transaction History

Wealth Cmt

$66.2 Million
Q2 2023

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$49.32 - $51.02 $75,015 - $77,601	1,521 Added 1.63%	94,699 $4.8 Million
Q4 2022 Jan 13, 2023	BUY	$47.5 - $50.06 $391,400 - $412,494	8,240 Added 9.7%	93,178 $4.61 Million
Q3 2022 Oct 19, 2022	BUY	$48.11 - $51.14 $1.28 Million - $1.36 Million	26,685 Added 45.81%	84,938 $4.09 Million
Q2 2022 Jul 18, 2022	BUY	$49.13 - $51.51 $671,705 - $704,244	13,672 Added 30.67%	58,253 $2.91 Million
Q1 2022 Apr 25, 2022	BUY	$51.44 - $54.88 $1.99 Million - $2.12 Million	38,670 Added 654.2%	44,581 $2.3 Million
Q4 2021 Jan 20, 2022	BUY	$54.5 - $55.03 $322,149 - $325,282	5,911 New	5,911 $325,000

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

$1.6 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

Ticker VTEB
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