Ownership history in REGIMEN WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in VANGUARD MUN BD FDS (VTEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 445,880 | +9,879 | +2.3% | 6.56% | $22.4M | $50.00 |
| 2025 Q3 | ADDED | 436,001 | +1,682 | +0.4% | 6.48% | $21.8M | $49.23 |
| 2025 Q2 | ADDED | 434,319 | +400,759 | +1194.2% | 6.61% | $21.3M | $47.80 |
| 2025 Q1 | REDUCED | 33,560 | -1,431 | -4.1% | 0.54% | $1.7M | $47.98 |
| 2024 Q4 | ADDED | 34,991 | +365 | +1.1% | 0.57% | $1.8M | $48.21 |
| 2024 Q3 | ADDED | 34,626 | +269 | +0.8% | 0.57% | $1.8M | $48.65 |
| 2024 Q2 | ADDED | 34,357 | +266 | +0.8% | 0.59% | $1.7M | $47.32 |
| 2024 Q1 | ADDED | 34,091 | +174 | +0.5% | 0.60% | $1.7M | $47.41 |
| 2023 Q4 | REDUCED | 33,917 | -3,790 | -10.1% | 0.66% | $1.7M | $47.59 |
| 2023 Q3 | ADDED | 37,707 | +268 | +0.7% | 0.74% | $1.8M | $44.38 |
As of 2025 Q4 — sorted by position size