Elmwood Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Elmwood Wealth Management, Inc.
- $253 Million
- Q3 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 63,690 shares of VTEB stock, worth $3.2 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
63,690
Previous 63,805
0.18%
Holding current value
$3.2 Million
Previous $3.13 Million
1.92%
% of portfolio
1.26%
Previous 1.37%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares Held
603MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio