Visionary Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Visionary Wealth Advisors
- $1.56 Billion
- Q1 2025
A detailed history of Visionary Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Visionary Wealth Advisors holds 60,089 shares of VTEB stock, worth $2.93 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
60,089
Previous 58,269
3.12%
Holding current value
$2.93 Million
Previous $2.92 Million
2.05%
% of portfolio
0.19%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares 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