Bogart Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bogart Wealth, LLC holds 945 shares of VTEB stock, worth $47,505. This represents 0.0% of its overall portfolio holdings.
Number of Shares
945
Previous 666
41.89%
Holding current value
$47,505
Previous $32,000
46.88%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio