Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carl P. Sherr & Co., LLC
- $208 Million
- Q3 2025
A detailed history of Carl P. Sherr & Co., LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 6,675 shares of VTEB stock, worth $335,552. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,675
Previous 6,675
-0.0%
Holding current value
$335,552
Previous $327,000
2.14%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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