Wheelhouse Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 36,601 shares of VTEB stock, worth $1.84 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
36,601
Previous 39,938 8.36%
Holding current value
$1.84 Million
Previous $2.04 Billion 10.13%
% of portfolio
1.09%
Previous 1.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$49.79 - $51.14 $166,149 - $170,654
-3,337 Reduced 8.36%
36,601 $1.83 Billion
Q3 2024

Oct 29, 2024
BUY
$49.93 - $51.15 $32,154 - $32,940
644 Added 1.64%
39,938 $2.04 Billion
Q2 2024

Jul 18, 2024
BUY
$49.55 - $50.44 $328,417 - $334,316
6,628 Added 20.29%
39,294 $1.97 Billion
Q1 2024

Apr 23, 2024
SELL
$50.36 - $51.06 $5,539 - $5,616
-110 Reduced 0.34%
32,666 $1.65 Billion
Q4 2023

Jan 31, 2024
BUY
$47.36 - $51.14 $1.55 Million - $1.68 Million
32,776 New
32,776 $1.67 Billion

Others Institutions Holding VTEB

# of Institutions
1,286
Shares Held
542M
Call Options Held
34.6K
Put Options Held
62.2K
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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