Aevitas Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 89,315 shares of VTEB stock, worth $4.56 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
89,315
Previous 24,584
263.31%
Holding current value
$4.56 Million
Previous $1.18 Million
273.63%
% of portfolio
2.62%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.67 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio