Wetherby Asset Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wetherby Asset Management Inc holds 10,781 shares of VTEB stock, worth $526,112. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,781

Previous 7,169 50.38%

Holding current value

$526,112

Previous $366,000 47.54%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$49.79 - $51.14 $179,841 - $184,717	3,612 Added 50.38%	10,781 $540,000
Q3 2024 Nov 14, 2024	BUY	$49.93 - $51.15 $649 - $664	13 Added 0.18%	7,169 $366,000
Q2 2024 Aug 14, 2024	SELL	$49.55 - $50.44 $24,229 - $24,665	-489 Reduced 6.4%	7,156 $358,000
Q1 2024 May 15, 2024	SELL	$50.36 - $51.06 $377,649 - $382,898	-7,499 Reduced 49.52%	7,645 $386,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $274,735 - $296,663	5,801 Added 62.09%	15,144 $773,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $448,744 - $471,821	9,343 New	9,343 $449,000

Others Institutions Holding VTEB

# of Institutions

1,329

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History