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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd

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All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 50.60
2023-12-31 $1.1M 21k 51.05
2023-09-30 $1.0M 21k 48.10
2023-06-30 $1.0M 21k 50.22
2023-03-31 $1.0M 20k 50.66
2022-12-31 $638k 13k 49.49
2022-09-30 $550k 11k 48.10

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Vanguard World Mega Cap Index (MGC)
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Vanguard Index Fds Small Cp Etf (VB)
Ansys (ANSS)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)

View all positions for TriaGen Wealth Management

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Wealthfront Advisers
Charles Schwab Investment Advisory
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Us Bancorp
Franklin Resources
Adviser Investments

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd