Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 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 17,422 shares of VTEB stock, worth $872,667. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,422
Previous 9,818
77.45%
Holding current value
$872,667
Previous $491,000
81.26%
% of portfolio
0.23%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio