Moneywise, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneywise, Inc.
- $186 Million
- Q4 2024
A detailed history of Moneywise, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moneywise, Inc. holds 84,961 shares of VTEB stock, worth $4.21 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
84,961
Previous 114,257
25.64%
Holding current value
$4.21 Million
Previous $5.84 Million
27.07%
% of portfolio
2.28%
Previous 3.03%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio