Wealth Shield Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,711 shares of VTEB stock, worth $1.04 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,711

Previous 29,707 30.28%

Holding current value

$1.04 Million

Previous $1.52 Million 31.62%

% of portfolio

0.15%

Previous 0.21%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$49.79 - $51.14 $447,910 - $460,055	-8,996 Reduced 30.28%	20,711 $1.04 Million
Q3 2024 Nov 04, 2024	SELL	$49.93 - $51.15 $2,846 - $2,915	-57 Reduced 0.19%	29,707 $1.52 Million
Q2 2024 Jul 26, 2024	SELL	$49.55 - $50.44 $21,554 - $21,941	-435 Reduced 1.44%	29,764 $1.49 Million
Q1 2024 Apr 29, 2024	SELL	$50.36 - $51.06 $124,489 - $126,220	-2,472 Reduced 7.57%	30,199 $1.53 Million
Q4 2023 Jan 23, 2024	BUY	$47.36 - $51.14 $570,593 - $616,134	12,048 Added 58.42%	32,671 $1.67 Million
Q3 2023 Oct 25, 2023	SELL	$48.03 - $50.5 $954,788 - $1 Million	-19,879 Reduced 49.08%	20,623 $991,000
Q2 2023 Aug 03, 2023	SELL	$49.5 - $51.06 $41,481 - $42,788	-838 Reduced 2.03%	40,502 $2.03 Million
Q1 2023 May 08, 2023	BUY	$49.32 - $51.02 $400,774 - $414,588	8,126 Added 24.47%	41,340 $2.09 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $827,117 - $871,694	17,413 Added 110.2%	33,214 $1.64 Million
Q3 2022 Nov 04, 2022	SELL	$48.11 - $51.14 $633,656 - $673,564	-13,171 Reduced 45.46%	15,801 $761,000
Q2 2022 Aug 11, 2022	BUY	$49.13 - $51.51 $31,394 - $32,914	639 Added 2.26%	28,972 $1.45 Million
Q1 2022 May 09, 2022	SELL	$51.44 - $54.88 $3,600 - $3,841	-70 Reduced 0.25%	28,333 $1.46 Million
Q4 2021 Feb 10, 2022	BUY	$54.5 - $55.03 $920,995 - $929,951	16,899 Added 146.9%	28,403 $1.56 Million
Q3 2021 Nov 12, 2021	SELL	$54.77 - $55.59 $874,403 - $887,494	-15,965 Reduced 58.12%	11,504 $630,000
Q2 2021 Aug 06, 2021	BUY	$54.58 - $55.46 $431,018 - $437,967	7,897 Added 40.35%	27,469 $1.52 Million
Q1 2021 May 17, 2021	SELL	$54.36 - $55.51 $699,178 - $713,969	-12,862 Reduced 39.66%	19,572 $1.07 Million
Q4 2020 Feb 16, 2021	BUY	$54.06 - $55.19 $1.11 Million - $1.13 Million	20,444 Added 170.51%	32,434 $1.79 Million
Q3 2020 Oct 30, 2020	BUY	$54.07 - $55.05 $51,582 - $52,517	954 Added 8.64%	11,990 $653,000
Q2 2020 Aug 13, 2020	SELL	$51.64 - $54.14 $16,679 - $17,487	-323 Reduced 2.84%	11,036 $597,000
Q3 2019 Nov 13, 2019	SELL	$53.22 - $53.72 $9,898 - $9,991	-186 Reduced 1.61%	11,359 $609,000
Q2 2019 Aug 12, 2019	SELL	N/A	-2,409 Reduced 17.26%	11,545 $613,000
Q4 2018 Feb 14, 2019	SELL	N/A	-5,471 Reduced 28.16%	13,954 $712,000
Q3 2018 Nov 05, 2018	SELL	N/A	-6,975 Reduced 26.42%	19,425 $981,000
Q2 2018 Aug 02, 2018	SELL	N/A	-2,000 Reduced 7.04%	26,400 $1.35 Million
Q1 2018 May 11, 2018	BUY	N/A	1,550 Added 5.77%	28,400 $1.44 Million
Q4 2017 Apr 18, 2018	BUY	N/A	26,850	26,850 $1.39 Million

Others Institutions Holding VTEB

# of Institutions

1,242

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History