Websterrogers Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 155,660 shares of VTEB stock, worth $7.6 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
155,660
Previous 138,597 12.31%
Holding current value
$7.6 Million
Previous $6.95 Million 11.0%
% of portfolio
2.68%
Previous 2.47%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$49.25 - $50.66 $840,352 - $864,411
17,063 Added 12.31%
155,660 $7.71 Million
Q4 2024

Jan 14, 2025
BUY
$49.79 - $51.14 $913,198 - $937,958
18,341 Added 15.25%
138,597 $6.95 Million
Q3 2024

Oct 15, 2024
SELL
$49.93 - $51.15 $68,304 - $69,973
-1,368 Reduced 1.12%
120,256 $6.15 Million
Q2 2024

Jul 12, 2024
BUY
$49.55 - $50.44 $33,892 - $34,500
684 Added 0.57%
121,624 $6.09 Million
Q1 2024

May 14, 2024
BUY
$50.36 - $51.06 $924,861 - $937,716
18,365 Added 17.9%
120,940 $6.12 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $51.14 $539,051 - $582,075
11,382 Added 12.48%
102,575 $5.24 Million
Q3 2023

Nov 01, 2023
SELL
$48.03 - $50.5 $235,058 - $247,147
-4,894 Reduced 5.09%
91,193 $4.39 Million
Q2 2023

Jul 26, 2023
BUY
$49.5 - $51.06 $47,965 - $49,477
969 Added 1.02%
96,087 $4.83 Million
Q1 2023

May 03, 2023
BUY
$49.32 - $51.02 $712,180 - $736,728
14,440 Added 17.9%
95,118 $4.82 Million
Q4 2022

Feb 06, 2023
BUY
$47.5 - $50.06 $138,130 - $145,574
2,908 Added 3.74%
80,678 $3.99 Million
Q3 2022

Oct 26, 2022
BUY
$48.11 - $51.14 $283,993 - $301,879
5,903 Added 8.21%
77,770 $3.74 Million
Q2 2022

Jul 25, 2022
BUY
$49.13 - $51.51 $764,659 - $801,701
15,564 Added 27.64%
71,867 $3.59 Million
Q1 2022

Apr 14, 2022
SELL
$51.44 - $54.88 $3.52 Million - $3.76 Million
-68,469 Reduced 54.88%
56,303 $2.9 Million
Q4 2021

Jan 24, 2022
BUY
$54.5 - $55.03 $428,588 - $432,755
7,864 Added 6.73%
124,772 $6.85 Million
Q3 2021

Oct 12, 2021
BUY
$54.77 - $55.59 $126,299 - $128,190
2,306 Added 2.01%
116,908 $6.4 Million
Q2 2021

Aug 05, 2021
SELL
$54.58 - $55.46 $77,503 - $78,753
-1,420 Reduced 1.22%
114,602 $6.37 Million
Q1 2021

May 07, 2021
BUY
$54.36 - $55.51 $83,496 - $85,263
1,536 Added 1.34%
116,022 $6.34 Million
Q4 2020

Feb 11, 2021
BUY
$54.06 - $55.19 $6.19 Million - $6.32 Million
114,486 New
114,486 $6.32 Million

Others Institutions Holding VTEB

# of Institutions
1,330
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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