Personal Wealth Partners Vanguard Mun Bd Fds Tax Exempt Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$49.13 - $51.51 $362,284 - $379,834	-7,374 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$53.22 - $53.72 $392,444 - $396,131	7,374 New	7,374 $395,000

Others Institutions Holding VTEB

# of Institutions

1,229

Shares Held

539M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.76 Billion
0.31% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.65 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.59 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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