Wfa Of San Diego, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 11,608 shares of VTEB stock, worth $584,230. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,608
Previous 13,070
11.19%
Holding current value
$584,230
Previous $668,000
14.82%
% of portfolio
0.43%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall 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