Forth Right Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forth Right Wealth Management, LLC
- $339 Million
- Q4 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 144,087 shares of VTEB stock, worth $7.24 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
144,087
Previous 153,970
6.42%
Holding current value
$7.24 Million
Previous $7.71 Million
6.04%
% of portfolio
2.13%
Previous 2.28%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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