Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 128,572 shares of VTEB stock, worth $6.47 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
128,572
Previous 98,608
30.39%
Holding current value
$6.47 Million
Previous $4.94 Billion
33.02%
% of portfolio
4.14%
Previous 3.56%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,156Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 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