Journey Beyond Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Beyond Wealth, LLC
- $126 Billion
- Q4 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 19,724 shares of VTEB stock, worth $991,525. This represents 0.79% of its overall portfolio holdings.
Number of Shares
19,724
Previous 20,219
2.45%
Holding current value
$991,525
Previous $1.01 Billion
2.02%
% of portfolio
0.79%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,376Shares Held
605MCall 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