Mc Naughton Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Naughton Wealth Management, LLC
- $199 Million
- Q1 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 82,596 shares of VTEB stock, worth $4.03 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
82,596
Previous 78,352
5.42%
Holding current value
$4.03 Million
Previous $3.93 Million
4.18%
% of portfolio
2.06%
Previous 1.89%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio