White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 35,301 shares of VTEB stock, worth $1.79 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

35,301

Previous 32,466 8.73%

Holding current value

$1.79 Million

Previous $1.63 Million 10.95%

% of portfolio

0.32%

Previous 0.31%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $141,551 - $145,010	2,835 Added 8.73%	35,301 $1.8 Million
Q2 2024 Jul 15, 2024	BUY	$49.55 - $50.44 $241,209 - $245,541	4,868 Added 17.64%	32,466 $1.63 Million
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $35,252 - $35,742	700 Added 2.6%	27,598 $1.4 Million
Q4 2023 Jan 23, 2024	BUY	$47.36 - $51.14 $97,088 - $104,837	2,050 Added 8.25%	26,898 $1.37 Million
Q3 2023 Oct 18, 2023	BUY	$48.03 - $50.5 $3,602 - $3,787	75 Added 0.3%	24,848 $1.2 Million
Q2 2023 Aug 07, 2023	SELL	$49.5 - $51.06 $5,445 - $5,616	-110 Reduced 0.44%	24,773 $1.24 Million
Q1 2023 Apr 20, 2023	BUY	$49.32 - $51.02 $29,098 - $30,101	590 Added 2.43%	24,883 $1.26 Million
Q4 2022 Jan 24, 2023	BUY	$47.5 - $50.06 $336,442 - $354,574	7,083 Added 41.16%	24,293 $0
Q3 2022 Oct 18, 2022	BUY	$48.11 - $51.14 $363,711 - $386,618	7,560 Added 78.34%	17,210 $828,000
Q2 2022 Jul 20, 2022	BUY	$49.13 - $51.51 $90,988 - $95,396	1,852 Added 23.75%	9,650 $482,000
Q1 2022 Apr 20, 2022	SELL	$51.44 - $54.88 $210,904 - $225,008	-4,100 Reduced 34.46%	7,798 $402,000
Q4 2021 Jan 12, 2022	BUY	$54.5 - $55.03 $13,516 - $13,647	248 Added 2.13%	11,898 $653,000
Q3 2021 Oct 20, 2021	BUY	$54.77 - $55.59 $60,247 - $61,149	1,100 Added 10.43%	11,650 $638,000
Q2 2021 Jul 26, 2021	BUY	$54.58 - $55.46 $275,629 - $280,073	5,050 Added 91.82%	10,550 $583,000
Q1 2021 May 07, 2021	BUY	$54.36 - $55.51 $43,488 - $44,408	800 Added 17.02%	5,500 $301,000
Q2 2020 Jul 23, 2020	SELL	$51.64 - $54.14 $51,640 - $54,140	-1,000 Reduced 17.54%	4,700 $254,000
Q4 2019 Jan 24, 2020	BUY	$53.19 - $53.86 $69,147 - $70,018	1,300 Added 29.55%	5,700 $305,000
Q1 2019 May 08, 2019	SELL	N/A	-1,000 Reduced 18.52%	4,400 $229,000
Q3 2018 Oct 24, 2018	SELL	N/A	-700 Reduced 11.48%	5,400 $273,000
Q2 2018 Aug 09, 2018	SELL	N/A	-71 Reduced 1.15%	6,100 $311,000
Q1 2018 Apr 12, 2018	BUY	N/A	603 Added 10.83%	6,171 $314,000
Q4 2017 Jan 10, 2018	BUY	N/A	5,568	5,568 $288,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History