Capital Directions Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 17,504 shares of VTEB stock, worth $883,776. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,504
Previous 0
Infinity%
Holding current value
$883,776
Previous $875,000
1.03%
% of portfolio
0.32%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
485MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.89 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio