Fonville Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 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 $229,788. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,703
Previous 4,703
-0.0%
Holding current value
$229,788
Previous $233 Million
1.19%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio