Visionary Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
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 79,890 shares of VTEB stock, worth $4.02 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
79,890
Previous 57,538
38.85%
Holding current value
$4.02 Million
Previous $2.82 Million
41.79%
% of portfolio
0.2%
Previous 0.16%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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