Wells Financial Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,880 shares of VTEB stock, worth $295,940. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,880
Previous 18,880 68.86%
Holding current value
$295,940
Previous $925,000 68.22%
% of portfolio
0.41%
Previous 1.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$48.5 - $50.19 $630,500 - $652,470
-13,000 Reduced 68.86%
5,880 $294,000
Q4 2024

Feb 11, 2025
BUY
$49.79 - $51.14 $641,295 - $658,683
12,880 Added 214.67%
18,880 $946,000
Q1 2024

May 13, 2024
BUY
$50.36 - $51.06 $302,160 - $306,360
6,000 New
6,000 $303,000

Others Institutions Holding VTEB

# of Institutions
1,344
Shares Held
560M
Call Options Held
124K
Put Options Held
62.8K
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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