Sage View Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 77,335 shares of VTEB stock, worth $3.87 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
77,335
Previous 80,912
4.42%
Holding current value
$3.87 Million
Previous $4.05 Billion
2.49%
% of portfolio
0.2%
Previous 0.19%
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