Life Goal Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
A detailed history of Life Goal Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Goal Wealth Advisors holds 7,104 shares of VTEB stock, worth $347,101. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,104
Previous 15,327
53.65%
Holding current value
$347,101
Previous $761 Million
54.2%
% of portfolio
0.33%
Previous 0.82%
Shares
3 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