Monograph Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Monograph Wealth Advisors, LLC

$653 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	N/A	-9,690 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	9,690 New	9,690 $532,000

Others Institutions Holding VTEB

# of Institutions

1,104

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

Jpmorgan Chase & CO New York, NY

77M
Shares

$3.87 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

34.6M
Shares

$1.74 Billion
1.8% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

29.5M
Shares

$1.48 Billion
2.05% of portfolio
Wealthfront Advisers LLC

28.4M
Shares

$1.43 Billion
5.03% of portfolio
Creative Planning Overland Park, KS

24.8M
Shares

$1.25 Billion
1.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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