Kooman & Associates Vanguard Mun Bd Fds Tax Exempt Transaction History

Kooman & Associates

$240 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$48.03 - $50.5 $272,282 - $286,284	-5,669 Closed	0 $0
Q4 2022 Jan 24, 2023	BUY	$47.61 - $50.06 $269,901 - $283,790	5,669 New	5,669 $281 Million

Others Institutions Holding VTEB

# of Institutions

1,102

Shares Held

486M

Call Options Held

26.8K

Put Options Held

52.1K

Jpmorgan Chase & CO New York, NY

77M
Shares

$3.88 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

34.6M
Shares

$1.74 Billion
1.8% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

29.5M
Shares

$1.49 Billion
2.05% of portfolio
Wealthfront Advisers LLC

28.4M
Shares

$1.43 Billion
5.03% of portfolio
Creative Planning Overland Park, KS

24.8M
Shares

$1.25 Billion
1.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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