Gibson Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Gibson Wealth Advisors LLC

$107 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 07, 2022	SELL	$49.13 - $51.51 $22,698 - $23,797	-462 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$51.44 - $54.88 $23,765 - $25,354	462 New	462 $24,000

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.61 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.55 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.52 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.3 Billion
1.37% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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