Valley Forge Investment Consultants Inc Adv Vanguard Mun Bd Fds Tax Exempt Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
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 35,237 shares of VTEB stock, worth $1.75 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
35,237
Previous 33,398
5.51%
Holding current value
$1.75 Million
Previous $1.71 Million
3.46%
% of portfolio
0.61%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,301Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio