Litman Gregory Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 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 4,602 shares of VTEB stock, worth $231,342. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,602
Previous 4,398
4.64%
Holding current value
$231,342
Previous $215,000
6.98%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio