Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 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 26,929 shares of VTEB stock, worth $1.31 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
26,929
Previous 19,674
36.88%
Holding current value
$1.31 Million
Previous $986,000
35.5%
% of portfolio
0.36%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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$1.12 Billion0.08% of portfolio