Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Watershed Private Wealth LLC
- $316 Billion
- Q3 2025
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Watershed Private Wealth LLC holds 86,840 shares of VTEB stock, worth $4.37 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
86,840
Previous 102,599
15.36%
Holding current value
$4.37 Million
Previous $5.03 Billion
13.57%
% of portfolio
1.37%
Previous 1.83%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio