Boyd Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Boyd Wealth Management, LLC
- $201 Million
- Q1 2025
A detailed history of Boyd Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 39,802 shares of VTEB stock, worth $1.94 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
39,802
Previous 30,407
30.9%
Holding current value
$1.94 Million
Previous $1.52 Million
29.53%
% of portfolio
0.98%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,313Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio