Shared Vision Wealth Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 64,578 shares of VTEB stock, worth $3.26 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
64,578
Previous 62,934
2.61%
Holding current value
$3.26 Million
Previous $3.18 Billion
1.62%
% of portfolio
1.88%
Previous 1.99%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,106Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio