Baystate Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baystate Wealth Management LLC holds 463 shares of VTEB stock, worth $23,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
463
Previous 7,755
94.03%
Holding current value
$23,256
Previous $373,000
93.83%
% of portfolio
0.0%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,160Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio