Epg Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Epg Wealth Management LLC
- $363 Billion
- Q3 2025
A detailed history of Epg Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Epg Wealth Management LLC holds 19,254 shares of VTEB stock, worth $967,898. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,254
Previous 16,099
19.6%
Holding current value
$967,898
Previous $789 Million
22.13%
% of portfolio
0.27%
Previous 0.24%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall 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