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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $494k 9.7k 51.12
2024-06-30 $482k 9.6k 50.11
2024-03-31 $473k 9.4k 50.60
2023-09-30 $762k 16k 48.10
2023-06-30 $1.2M 24k 50.22
2023-03-31 $1.3M 25k 50.66
2022-12-31 $2.2M 44k 49.49
2022-09-30 $1.3M 27k 48.12
2022-06-30 $1.6M 32k 49.91
2022-03-31 $917k 18k 51.54