Kooman & Associates Vanguard Mun Bd Fds Tax Exempt Transaction History

Kooman & Associates

$271 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$48.03 - $50.5 $272,282 - $286,284	-5,669 Closed	0 $0
Q4 2022 Jan 24, 2023	BUY	$47.5 - $50.06 $269,277 - $283,790	5,669 New	5,669 $281 Million

Others Institutions Holding VTEB

# of Institutions

1,162

Shares Held

496M

Call Options Held

21.1K

Put Options Held

53.6K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.59 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.53 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.51 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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