Life Goal Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Life Goal Wealth Advisors
- $120 Billion
- Q3 2025
A detailed history of Life Goal Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Life Goal Wealth Advisors holds 8,815 shares of VTEB stock, worth $443,130. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,815
Previous 7,104
24.09%
Holding current value
$443,130
Previous $348 Million
26.71%
% of portfolio
0.37%
Previous 0.33%
Shares
4 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