Wealth Dimensions Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 5,865 shares of VTEB stock, worth $295,185. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,865
Previous 6,202
5.43%
Holding current value
$295,185
Previous $304,000
3.62%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
564MCall 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