Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 19,674 shares of VTEB stock, worth $974,649. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,674
Previous 17,422
12.93%
Holding current value
$974,649
Previous $890,000
10.79%
% of portfolio
0.27%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio