Fonville Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fonville Wealth Management LLC
- $444 Billion
- Q3 2025
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,498 shares of VTEB stock, worth $226,114. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,498
Previous 4,703
4.36%
Holding current value
$226,114
Previous $231 Million
2.33%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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