Tag Stone Capital, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Tag Stone Capital, Inc.
- $197 Million
- Q1 2025
A detailed history of Tag Stone Capital, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 159,380 shares of VTEB stock, worth $7.79 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
159,380
Previous 84,861
87.81%
Holding current value
$7.79 Million
Previous $4.25 Million
85.9%
% of portfolio
4.02%
Previous 2.13%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
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, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio