Legacy Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 25,709 shares of VTEB stock, worth $1.29 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,709
Previous 27,940
7.98%
Holding current value
$1.29 Million
Previous $1.39 Million
9.09%
% of portfolio
0.24%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares Held
561MCall Options Held
124KPut Options Held
57.8K-
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