Ima Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ima Wealth, Inc. holds 2,992 shares of VTEB stock, worth $146,338. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,992

Holding current value

$146,338

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.25 - $50.66 $147,356 - $151,574	2,992 New	2,992 $148,000
Q3 2024 Nov 14, 2024	BUY	$49.93 - $51.15 $129,818 - $132,990	2,600 New	2,600 $132,000
Q1 2023 May 15, 2023	BUY	$49.32 - $51.02 $128,232 - $132,652	2,600 New	2,600 $131,000

Others Institutions Holding VTEB

# of Institutions

1,328

Shares Held

563M

Call Options Held

17K

Put Options Held

599K

Jpmorgan Chase & CO New York, NY

77.3M
Shares

$3.78 Billion
0.3% of portfolio
Northwestern Mutual Wealth Management CO

34.5M
Shares

$1.69 Billion
1.41% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.51 Billion
0.29% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.28 Billion
1.22% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.13 Billion
0.08% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account