Disciplined Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Disciplined Investments, LLC
- $197 Million
- Q4 2024
A detailed history of Disciplined Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Disciplined Investments, LLC holds 9,111 shares of VTEB stock, worth $461,563. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,111
Previous 8,107
12.38%
Holding current value
$461,563
Previous $414,000
10.14%
% of portfolio
0.23%
Previous 0.21%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 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