Elmwood Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q2 2025
A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 63,805 shares of VTEB stock, worth $3.19 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
63,805
Previous 62,690
1.78%
Holding current value
$3.19 Million
Previous $3.11 Million
0.58%
% of portfolio
1.37%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio