Journey Beyond Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 18,536 shares of VTEB stock, worth $905,668. This represents 0.77% of its overall portfolio holdings.
Number of Shares
18,536
Previous 29,592
37.36%
Holding current value
$905,668
Previous $1.47 Billion
38.11%
% of portfolio
0.77%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
559MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio