Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 31,765 shares of VTEB stock, worth $1.61 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
31,765
Previous 32,639
2.68%
Holding current value
$1.61 Million
Previous $1.65 Million
3.63%
% of portfolio
1.02%
Previous 1.07%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio