Vsm Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vsm Wealth Advisory, LLC
- $280 Billion
- Q4 2024
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 83,828 shares of VTEB stock, worth $4.21 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
83,828Holding current value
$4.21 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,242Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio