Forth Right Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forth Right Wealth Management, LLC
- $338 Million
- Q3 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 153,970 shares of VTEB stock, worth $7.74 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
153,970
Previous 136,705
12.63%
Holding current value
$7.74 Million
Previous $6.7 Million
15.03%
% of portfolio
2.28%
Previous 2.14%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
604MCall 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