Moneywise, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneywise, Inc.
- $181 Million
- Q2 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 62,723 shares of VTEB stock, worth $3.21 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
62,723
Previous 34,205
83.37%
Holding current value
$3.21 Million
Previous $1.73 Million
81.68%
% of portfolio
1.74%
Previous 0.94%
Shares
2 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$3.82 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