Bcgm Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bcgm Wealth Management, LLC
- $272 Million
- Q2 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 18,358 shares of VTEB stock, worth $923,223. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,358
Previous 13,153
39.57%
Holding current value
$923,223
Previous $665,000
38.2%
% of portfolio
0.34%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio