Moser Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Moser Wealth Advisors, LLC
- $186 Million
- Q1 2025
A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 14,118 shares of VTEB stock, worth $688,958. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,118
Previous 13,800
2.3%
Holding current value
$688,958
Previous $691,000
1.3%
% of portfolio
0.38%
Previous 0.36%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,327Shares Held
564MCall Options Held
17KPut Options Held
422K-
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