JOURNEY STRATEGIC WEALTH LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1909316
SUMMIT, NJ
Position in MUNY
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,174,208
New position
Shares Held
30,983
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in MUNY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,174,208 | 30,983 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||