Meredith Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
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 33,096 shares of VTEB stock, worth $1.66 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
33,096
Previous 41,829
20.88%
Holding current value
$1.66 Million
Previous $2.08 Billion
21.82%
% of portfolio
0.59%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,334Shares 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$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio