Journey Beyond Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 18,536 shares of VTEB stock, worth $900,108. This represents 0.77% of its overall portfolio holdings.
Number of Shares
18,536
Previous 29,592
37.36%
Holding current value
$900,108
Previous $1.47 Billion
38.11%
% of portfolio
0.77%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio