Life Goal Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
A detailed history of Life Goal Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Goal Wealth Advisors holds 7,104 shares of VTEB stock, worth $355,697. This represents 0.33% of its overall portfolio holdings.
Number of Shares
7,104
Previous 15,327
53.65%
Holding current value
$355,697
Previous $761 Million
54.2%
% of portfolio
0.33%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio