Bcgm Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bcgm Wealth Management, LLC
- $322 Million
- Q2 2025
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 79,895 shares of VTEB stock, worth $4.02 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
79,895
Previous 59,556
34.15%
Holding current value
$4.02 Million
Previous $2.96 Million
32.55%
% of portfolio
1.22%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio