Neumann Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Neumann Capital Management, LLC
- $280 Million
- Q1 2024
A detailed history of Neumann Capital Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Neumann Capital Management, LLC holds 50,550 shares of VTEB stock, worth $2.53 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
50,550
Previous 49,950
1.2%
Holding current value
$2.53 Million
Previous $2.55 Million
0.31%
% of portfolio
0.91%
Previous 1.01%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio