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 $4.5 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
89,315
Previous 24,584
263.31%
Holding current value
$4.5 Million
Previous $1.18 Million
273.63%
% of portfolio
2.62%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio