Mgo Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mgo Private Wealth, LLC
- $151 Million
- Q2 2025
A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 75,737 shares of VTEB stock, worth $3.69 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
75,737
Previous 72,527
4.43%
Holding current value
$3.69 Million
Previous $3.6 Million
3.2%
% of portfolio
2.45%
Previous 2.62%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.76 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio