Sage Private Wealth Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 941 shares of VTEB stock, worth $47,482. This represents 0.06% of its overall portfolio holdings.
Number of Shares
941
Previous 941
-0.0%
Holding current value
$47,482
Previous $47,000
4.26%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,161Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio