Roundview Capital LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Roundview Capital LLC
- $1.4 Billion
- Q4 2024
A detailed history of Roundview Capital LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Roundview Capital LLC holds 12,663 shares of VTEB stock, worth $641,507. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,663
Previous 15,448
18.03%
Holding current value
$641,507
Previous $789,000
19.65%
% of portfolio
0.05%
Previous 0.06%
Shares
10 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