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

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024

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 18,880 shares of VTEB stock, worth $956,460. This represents 1.31% of its overall portfolio holdings.

Number of Shares
18,880
Previous 6,000 214.67%
Holding current value
$956,460
Previous $306,000 209.15%
% of portfolio
1.31%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,299
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
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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