Penobscot Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Penobscot Wealth Management
- $168 Million
- Q2 2024
A detailed history of Penobscot Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Penobscot Wealth Management holds 6,492 shares of VTEB stock, worth $329,988. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,492
Previous 6,078
6.81%
Holding current value
$329,988
Previous $308,000
5.84%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio