Sterling Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,262 shares of VTEB stock, worth $354,385. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,262
Previous 7,262
-0.0%
Holding current value
$354,385
Previous $371 Million
1.94%
% of portfolio
0.13%
Previous 0.14%
Shares
2 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