Benchmark Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 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 97,390 shares of VTEB stock, worth $4.75 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
97,390
Previous 98,152
0.78%
Holding current value
$4.75 Million
Previous $4.92 Million
1.95%
% of portfolio
2.35%
Previous 2.43%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio