Beacon Wealthcare LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Wealthcare LLC
- $229 Million
- Q2 2024
A detailed history of Beacon Wealthcare LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Wealthcare LLC holds 112,975 shares of VTEB stock, worth $5.66 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
112,975
Previous 105,105
7.49%
Holding current value
$5.66 Million
Previous $5.32 Million
6.45%
% of portfolio
2.47%
Previous 2.43%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio