Sargent Investment Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sargent Investment Group, LLC
- $546 Million
- Q3 2024
A detailed history of Sargent Investment Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sargent Investment Group, LLC holds 17,137 shares of VTEB stock, worth $858,392. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,137
Previous 17,456
1.83%
Holding current value
$858,392
Previous $874,000
0.23%
% of portfolio
0.16%
Previous 0.18%
Shares
10 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