Litman Gregory Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Litman Gregory Wealth Management LLC
- $1.27 Billion
- Q2 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,398 shares of VTEB stock, worth $214,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,398
Previous 7,084
37.92%
Holding current value
$214,886
Previous $351,000
38.75%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio