Neumann Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Neumann Capital Management, LLC
- $299 Million
- Q3 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 53,550 shares of VTEB stock, worth $2.68 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
53,550
Previous 50,550
5.93%
Holding current value
$2.68 Million
Previous $2.53 Million
8.05%
% of portfolio
0.91%
Previous 0.87%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio