Benchmark Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 91,353 shares of VTEB stock, worth $4.6 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
91,353
Previous 97,390
6.2%
Holding current value
$4.6 Million
Previous $4.82 Million
7.15%
% of portfolio
2.0%
Previous 2.35%
Shares
13 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