Journey Beyond Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Beyond Wealth, LLC
- $107 Billion
- Q1 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 29,592 shares of VTEB stock, worth $1.44 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
29,592
Previous 34,881
15.16%
Holding current value
$1.44 Million
Previous $1.75 Billion
16.03%
% of portfolio
1.37%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio