Visionary Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 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 57,538 shares of VTEB stock, worth $2.9 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
57,538
Previous 60,089
4.25%
Holding current value
$2.9 Million
Previous $2.98 Million
5.37%
% of portfolio
0.16%
Previous 0.19%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio