Cornerstone Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cornerstone Wealth Management, LLC
- $1.73 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 67,949 shares of VTEB stock, worth $3.42 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
67,949
Previous 66,896
1.57%
Holding current value
$3.42 Million
Previous $3.28 Million
3.75%
% of portfolio
0.2%
Previous 0.21%
Shares
33 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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