Yardley Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
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 22,764 shares of VTEB stock, worth $1.15 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
22,764
Previous 5,691
300.0%
Holding current value
$1.15 Million
Previous $291,000
295.88%
% of portfolio
0.56%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio