Yardley Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Yardley Wealth Management LLC
- $170 Million
- Q1 2025
A detailed history of Yardley Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,691 shares of VTEB stock, worth $279,997. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,691
Previous 22,764
75.0%
Holding current value
$279,997
Previous $1.15 Million
75.52%
% of portfolio
0.17%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio