Bogart Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bogart Wealth, LLC holds 578 shares of VTEB stock, worth $28,952. This represents 0.0% of its overall portfolio holdings.
Number of Shares
578
Previous 19
2942.11%
Holding current value
$28,952
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio