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 $1.83 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

36,601

Previous 39,938 8.36%

Holding current value

$1.83 Million

Previous $2.04 Billion 10.13%

% of portfolio

1.09%

Previous 1.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,185

Shares Held

511M

Call Options Held

39.6K

Put Options Held

85.7K

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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Account

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