Grey Fox Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Grey Fox Wealth Advisors, LLC
- $375 Billion
- Q1 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 18,765 shares of VTEB stock, worth $917,796. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,765
Previous 13,594
38.04%
Holding current value
$917,796
Previous $681 Million
36.63%
% of portfolio
0.25%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio