Financial Life Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Life Advisors
- $306 Million
- Q3 2025
A detailed history of Financial Life Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Life Advisors holds 79,404 shares of VTEB stock, worth $3.99 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
79,404
Previous 77,170
2.89%
Holding current value
$3.99 Million
Previous $3.78 Million
5.08%
% of portfolio
1.3%
Previous 1.32%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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