Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q2 2025
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 33,018 shares of VTEB stock, worth $1.65 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
33,018
Previous 26,929
22.61%
Holding current value
$1.65 Million
Previous $1.34 Million
21.11%
% of portfolio
0.44%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio