Visionary Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Visionary Wealth Advisors holds 57,976 shares of VTEB stock, worth $2.91 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
57,976
Previous 66,041
12.21%
Holding current value
$2.91 Million
Previous $3.31 Million
10.46%
% of portfolio
0.19%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,242Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio