Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 96,280 shares of VTEB stock, worth $4.83 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
96,280
Previous 70,543
36.48%
Holding current value
$4.83 Million
Previous $3.6 Billion
35.28%
% of portfolio
3.8%
Previous 2.95%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio