Mokosak Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mokosak Advisory Group, LLC
- $382 Million
- Q3 2025
A detailed history of Mokosak Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 5,067 shares of VTEB stock, worth $255,022. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,067
Previous 5,024
0.86%
Holding current value
$255,022
Previous $246,000
2.85%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,335Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio