Rockwood Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 61,608 shares of VTEB stock, worth $3.01 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
61,608
Previous 107,577
42.73%
Holding current value
$3.01 Million
Previous $5.34 Billion
43.41%
% of portfolio
0.27%
Previous 0.54%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
562MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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$1.13 Billion0.08% of portfolio