Foster Victor Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Foster Victor Wealth Advisors, LLC
- $1.53 Billion
- Q3 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 304,874 shares of VTEB stock, worth $15.3 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
304,874
Previous 305,192
0.1%
Holding current value
$15.3 Million
Previous $15 Million
2.02%
% of portfolio
1.0%
Previous 1.07%
Shares
28 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