Beaird Harris Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 926,283 shares of VTEB stock, worth $46.6 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
926,283
Previous 867,590
6.77%
Holding current value
$46.6 Million
Previous $42.5 Million
9.03%
% of portfolio
3.62%
Previous 3.58%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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