Valley Forge Investment Consultants Inc Adv Vanguard Mun Bd Fds Tax Exempt Transaction History
Valley Forge Investment Consultants Inc Adv
- $285 Million
- Q3 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 33,398 shares of VTEB stock, worth $1.67 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
33,398
Previous 8,482
293.75%
Holding current value
$1.67 Million
Previous $425,000
301.65%
% of portfolio
0.6%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio