Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Strategic Wealth LLC
- $3.03 Billion
- Q2 2025
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 22,431 shares of VTEB stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,431
Previous 15,318
46.44%
Holding current value
$1.13 Million
Previous $760,000
44.61%
% of portfolio
0.04%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio