Wealth Dimensions Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 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 5,079 shares of VTEB stock, worth $248,159. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,079
Previous 4,563
11.31%
Holding current value
$248,159
Previous $228,000
10.53%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio