Foster Victor Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q1 2025
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 303,756 shares of VTEB stock, worth $14.8 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
303,756
Previous 303,732
0.01%
Holding current value
$14.8 Million
Previous $15.2 Million
1.17%
% of portfolio
1.18%
Previous 1.25%
Shares
26 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall 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