Precedent Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 46,816 shares of VTEB stock, worth $2.36 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
46,816
Previous 38,348
22.08%
Holding current value
$2.36 Million
Previous $1.88 Billion
24.67%
% of portfolio
0.52%
Previous 0.46%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
562MCall Options Held
124KPut Options Held
57.8K-
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