Balance Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Balance Wealth, LLC holds 11,378 shares of VTEB stock, worth $571,972. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,378
Previous 11,227
1.34%
Holding current value
$571,972
Previous $550 Million
3.49%
% of portfolio
0.14%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio