Beacon Wealthcare LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Wealthcare LLC
- $248 Million
- Q3 2024
A detailed history of Beacon Wealthcare LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Wealthcare LLC holds 128,014 shares of VTEB stock, worth $6.4 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
128,014
Previous 112,975
13.31%
Holding current value
$6.4 Million
Previous $5.66 Million
15.6%
% of portfolio
2.64%
Previous 2.47%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio