Valley Forge Investment Consultants Inc Adv Vanguard Mun Bd Fds Tax Exempt Transaction History
Valley Forge Investment Consultants Inc Adv
- $280 Million
- Q1 2025
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 37,179 shares of VTEB stock, worth $1.81 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
37,179
Previous 35,237
5.51%
Holding current value
$1.81 Million
Previous $1.77 Million
4.42%
% of portfolio
0.66%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio