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 $4.46 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
91,353
Previous 97,390
6.2%
Holding current value
$4.46 Million
Previous $4.82 Million
7.15%
% of portfolio
2.0%
Previous 2.35%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio