Oregon Pacific Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 9,695 shares of VTEB stock, worth $487,367. This represents 0.5% of its overall portfolio holdings.
Number of Shares
9,695
Previous 23,986
59.58%
Holding current value
$487,367
Previous $1.2 Billion
59.4%
% of portfolio
0.5%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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