Life Goal Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Goal Wealth Advisors
- $150 Billion
- Q4 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 21,801 shares of VTEB stock, worth $1.1 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
21,801
Previous 8,815
147.32%
Holding current value
$1.1 Million
Previous $441 Million
148.28%
% of portfolio
0.73%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio