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
1,345Shares Held
562MCall Options Held
124KPut Options Held
57.8K- 
    
      Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% 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