Silver Oak Advisory Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Silver Oak Advisory Group, Inc.
- $206 Million
- Q2 2025
A detailed history of Silver Oak Advisory Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 208,956 shares of VTEB stock, worth $10.2 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
208,956
Previous 232,504
10.13%
Holding current value
$10.2 Million
Previous $11.5 Million
11.19%
% of portfolio
4.96%
Previous 6.13%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio