Wedmont Private Capital Vanguard Mun Bd Fds Tax Exempt Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
A detailed history of Wedmont Private Capital transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wedmont Private Capital holds 767,452 shares of VTEB stock, worth $38.4 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
767,452
Previous 665,785
15.27%
Holding current value
$38.4 Million
Previous $34 Million
14.26%
% of portfolio
2.87%
Previous 2.81%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio