Meredith Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 2024
A detailed history of Meredith Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meredith Wealth Planning holds 39,550 shares of VTEB stock, worth $2.02 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
39,550
Previous 33,880
16.74%
Holding current value
$2.02 Million
Previous $1.71 Billion
15.61%
% of portfolio
1.04%
Previous 0.96%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio