Barnes Wealth Management Group, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 12,426 shares of VTEB stock, worth $625,276. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,426
Previous 14,287
13.03%
Holding current value
$625,276
Previous $709 Million
14.06%
% of portfolio
0.36%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
564MCall Options Held
124KPut Options Held
57.8K-
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