Newman Dignan & Sheerar, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Newman Dignan & Sheerar, Inc.
- $363 Million
- Q1 2025
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 163,222 shares of VTEB stock, worth $7.97 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
163,222
Previous 152,718
6.88%
Holding current value
$7.97 Million
Previous $7.58 Million
6.89%
% of portfolio
2.23%
Previous 2.01%
Shares
10 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