Mc Naughton Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Naughton Wealth Management, LLC
- $205 Million
- Q3 2024
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 80,055 shares of VTEB stock, worth $4.07 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
80,055
Previous 77,362
3.48%
Holding current value
$4.07 Million
Previous $3.88 Million
5.57%
% of portfolio
1.99%
Previous 2.06%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio