Sunesis Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sunesis Advisors, LLC
- $209 Million
- Q3 2025
A detailed history of Sunesis Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sunesis Advisors, LLC holds 51,378 shares of VTEB stock, worth $2.58 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
51,378
Previous 51,727
0.67%
Holding current value
$2.58 Million
Previous $2.57 Million
0.23%
% of portfolio
1.23%
Previous 1.45%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares 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