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

Wheelhouse Advisory Group LLC

$203 Billion
Q2 2025

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 38,023 shares of VTEB stock, worth $1.91 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

38,023

Previous 40,081 5.13%

Holding current value

$1.91 Million

Previous $1.99 Billion 6.26%

% of portfolio

0.92%

Previous 1.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$48.13 - $49.85 $99,051 - $102,591	-2,058 Reduced 5.13%	38,023 $1.86 Billion
Q1 2025 Apr 29, 2025	BUY	$49.25 - $50.66 $171,390 - $176,296	3,480 Added 9.51%	40,081 $1.99 Billion
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

1,338

Shares Held

561M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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