Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Von Berge Wealth Management Group, LLC
- $192 Million
- Q3 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 32,503 shares of VTEB stock, worth $1.64 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
32,503
Previous 31,765
2.32%
Holding current value
$1.64 Million
Previous $1.59 Million
4.4%
% of portfolio
0.86%
Previous 1.02%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio