Oregon Pacific Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 23,986 shares of VTEB stock, worth $1.21 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
23,986
Previous 15,530
54.45%
Holding current value
$1.21 Million
Previous $761 Million
57.73%
% of portfolio
1.04%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio