Hfg Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Hfg Wealth Management, LLC

$157 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jun 27, 2024	SELL	$47.36 - $51.14 $383,379 - $413,978	-8,095 Closed	0 $0
Q1 2023 Jun 27, 2024	BUY	$49.32 - $51.02 $399,245 - $413,006	8,095 New	8,095 $410 Million

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

$3.82 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.62 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.56 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.53 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.31 Billion
1.37% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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