Yhb Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$49.55 - $50.44 $9,910 - $10,088	200 Added 4.74%	4,415 $221,000
Q1 2024 Aug 14, 2024	SELL	$50.36 - $51.06 $10,072 - $10,212	-200 Reduced 4.53%	4,215 $213,000
Q3 2023 Oct 23, 2023	BUY	$48.03 - $50.5 $5,043 - $5,302	105 Added 2.55%	4,215 $202,000
Q2 2023 Aug 10, 2023	BUY	$49.5 - $51.06 $203,445 - $209,856	4,110 New	4,110 $206,000
Q4 2022 Jan 12, 2023	SELL	$47.5 - $50.06 $263,862 - $278,083	-5,555 Reduced 46.82%	6,310 $0
Q3 2022 Nov 03, 2022	SELL	$48.11 - $51.14 $317,526 - $337,524	-6,600 Reduced 35.74%	11,865 $571,000
Q2 2022 Jul 14, 2022	SELL	$49.13 - $51.51 $368,475 - $386,325	-7,500 Reduced 28.89%	18,465 $922,000
Q1 2022 Apr 14, 2022	SELL	$51.44 - $54.88 $879,109 - $937,899	-17,090 Reduced 39.69%	25,965 $1.34 Million
Q4 2021 Jan 18, 2022	SELL	$54.5 - $55.03 $314,465 - $317,523	-5,770 Reduced 11.82%	43,055 $2.36 Million
Q3 2021 Oct 28, 2021	SELL	$54.77 - $55.59 $370,957 - $376,511	-6,773 Reduced 12.18%	48,825 $2.67 Million
Q2 2021 Jul 15, 2021	SELL	$54.58 - $55.46 $24,615 - $25,012	-451 Reduced 0.8%	55,598 $3.08 Million
Q1 2021 Apr 22, 2021	BUY	$54.36 - $55.51 $290,010 - $296,145	5,335 Added 10.52%	56,049 $3.09 Million
Q4 2020 Jan 21, 2021	BUY	$54.06 - $55.19 $535,464 - $546,656	9,905 Added 24.27%	50,714 $2.8 Million
Q3 2020 Nov 02, 2020	BUY	$54.07 - $55.05 $2.21 Million - $2.25 Million	40,809 New	40,809 $2.22 Million

Others Institutions Holding VTEB

# of Institutions

1,301

Shares Held

554M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.9 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.67 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.62 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.24 Billion
1.23% of portfolio
Wealthfront Advisers LLC

24.5M
Shares

$1.21 Billion
3.61% of portfolio

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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.