White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
White Lighthouse Investment Management Inc.
- $558 Million
- Q1 2025
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 26,201 shares of VTEB stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
26,201
Previous 35,801
26.81%
Holding current value
$1.28 Million
Previous $1.79 Million
27.54%
% of portfolio
0.23%
Previous 0.32%
Shares
24 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
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