Oxford Financial Group LTD Vanguard Mun Bd Fds Tax Exempt Transaction History
Oxford Financial Group LTD
- $1.44 Billion
- Q1 2024
A detailed history of Oxford Financial Group LTD transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oxford Financial Group LTD holds 4,592 shares of VTEB stock, worth $230,748. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,592
Previous 6,979
34.2%
Holding current value
$230,748
Previous $356,000
34.83%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio