Act Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Act Wealth Management, LLC
- $308 Million
- Q4 2025
A detailed history of Act Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Act Wealth Management, LLC holds 44,088 shares of VTEB stock, worth $2.22 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
44,088
Previous 34,088
29.34%
Holding current value
$2.22 Million
Previous $1.71 Million
29.89%
% of portfolio
0.72%
Previous 0.6%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall 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