Baldrige Asset Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baldrige Asset Management LLC holds 5,712 shares of VTEB stock, worth $286,513. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,712
Previous 6,297
9.29%
Holding current value
$286,513
Previous $312,000
7.37%
% of portfolio
0.12%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio