Acorn Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,552 shares of VTEB stock, worth $368,537. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,552
Previous 5,612
34.57%
Holding current value
$368,537
Previous $281,000
33.1%
% of portfolio
0.17%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio