Fonville Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fonville Wealth Management LLC
- $339 Billion
- Q1 2025
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,703 shares of VTEB stock, worth $229,694. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,703Holding current value
$229,694% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,327Shares Held
564MCall Options Held
17KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio