Washington Trust Bank Vanguard Mun Bd Fds Tax Exempt Transaction History

Washington Trust Bank

$1.03 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	BUY	$48.11 - $51.14 $309,251 - $328,727	6,428 New	6,428 $309,000
Q1 2019 Apr 09, 2019	SELL	N/A	-580 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	580 New	580 $30,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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