Mc Naughton Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Naughton Wealth Management, LLC
- $217 Million
- Q2 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 63,475 shares of VTEB stock, worth $3.09 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
63,475
Previous 82,596
23.15%
Holding current value
$3.09 Million
Previous $4.09 Million
23.93%
% of portfolio
1.43%
Previous 2.06%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.76 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio