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

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,086,022 shares of VTEB stock, worth $53.8 Million. This represents 10.24% of its overall portfolio holdings.

Number of Shares

1,086,022

Previous 1,002,462 8.34%

Holding current value

$53.8 Million

Previous $50.3 Million 7.06%

% of portfolio

10.24%

Previous 9.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$49.25 - $50.66 $4.12 Million - $4.23 Million	83,560 Added 8.34%	1,086,022 $53.8 Million
Q4 2024 Jan 14, 2025	BUY	$49.79 - $51.14 $1.74 Million - $1.79 Million	35,034 Added 3.62%	1,002,462 $50.3 Million
Q3 2024 Oct 08, 2024	BUY	$49.93 - $51.15 $1.93 Million - $1.98 Million	38,699 Added 4.17%	967,428 $49.5 Million
Q2 2024 Jul 15, 2024	BUY	$49.55 - $50.44 $1.24 Million - $1.26 Million	25,024 Added 2.77%	928,729 $46.5 Million
Q1 2024 Apr 11, 2024	BUY	$50.36 - $51.06 $998,789 - $1.01 Million	19,833 Added 2.24%	903,705 $45.7 Million
Q4 2023 Jan 11, 2024	BUY	$47.36 - $51.14 $665,123 - $718,210	14,044 Added 1.61%	883,872 $45.1 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $4.29 Million - $4.51 Million	89,372 Added 11.45%	869,828 $41.8 Million
Q2 2023 Jul 07, 2023	BUY	$49.5 - $51.06 $2.01 Million - $2.07 Million	40,564 Added 5.48%	780,456 $39.2 Million
Q1 2023 Apr 18, 2023	BUY	$49.32 - $51.02 $1.52 Million - $1.57 Million	30,789 Added 4.34%	739,892 $37.5 Million
Q4 2022 Jan 10, 2023	BUY	$47.5 - $50.06 $33.7 Million - $35.5 Million	709,103 New	709,103 $0

Others Institutions Holding VTEB

# of Institutions

1,304

Shares Held

555M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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