Financial Strategies Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Strategies Group, Inc.
- $481 Million
- Q3 2025
A detailed history of Financial Strategies Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 45,490 shares of VTEB stock, worth $2.29 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
45,490
Previous 43,926
3.56%
Holding current value
$2.29 Million
Previous $2.15 Million
5.76%
% of portfolio
0.47%
Previous 0.45%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio