My Legacy Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
My Legacy Advisors, LLC
- $269 Million
- Q2 2025
A detailed history of My Legacy Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, My Legacy Advisors, LLC holds 95,148 shares of VTEB stock, worth $4.79 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
95,148
Previous 72,917
30.49%
Holding current value
$4.79 Million
Previous $3.61 Million
29.15%
% of portfolio
1.74%
Previous 1.43%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,350Shares Held
560MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.99 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
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