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 $219,812. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,398
Previous 7,084
37.92%
Holding current value
$219,812
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
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 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