Certified Advisory Corp Vanguard Mun Bd Fds Tax Exempt Transaction History
Certified Advisory Corp
- $778 Million
- Q2 2024
A detailed history of Certified Advisory Corp transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Certified Advisory Corp holds 9,188 shares of VTEB stock, worth $467,209. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,188
Previous 7,883
16.55%
Holding current value
$467,209
Previous $398,000
15.58%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio