Beacon Wealthcare LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Wealthcare LLC
- $246 Million
- Q4 2024
A detailed history of Beacon Wealthcare LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Wealthcare LLC holds 137,957 shares of VTEB stock, worth $6.92 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
137,957
Previous 128,014
7.77%
Holding current value
$6.92 Million
Previous $6.54 Million
5.67%
% of portfolio
2.81%
Previous 2.64%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio