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Avaii Wealth Management LLC Has $570,000 Stock Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Avaii Wealth Management LLC lessened its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 16.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,168 shares of the company’s stock after selling 2,205 shares during the period. Avaii Wealth […] ....

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Legacy Capital Wealth Partners LLC Cuts Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Legacy Capital Wealth Partners LLC trimmed its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 57.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,700 shares of the company’s stock after selling 22,731 shares during the period. Legacy […] ....

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NewSquare Capital LLC Decreases Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

NewSquare Capital LLC reduced its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 11.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,890 shares of the company’s stock after selling 2,375 shares during the period. NewSquare Capital LLC’s holdings in […] ....

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PDS Planning Inc Buys 79,908 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

PDS Planning Inc increased its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 58.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 216,710 shares of the company’s stock after buying an additional 79,908 shares during the quarter. […] ....

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Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Acquired by PDS Planning Inc

PDS Planning Inc increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 58.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 216,710 shares of the company’s stock after acquiring an additional 79,908 shares […] ....

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