Barnes Wealth Management Group, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 13,019 shares of VTEB stock, worth $654,465. This represents 0.36% of its overall portfolio holdings.
Number of Shares
13,019
Previous 12,426
4.77%
Holding current value
$654,465
Previous $609 Million
7.0%
% of portfolio
0.36%
Previous 0.36%
Shares
4 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