Moser Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Moser Wealth Advisors, LLC
- $201 Million
- Q2 2025
A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 14,314 shares of VTEB stock, worth $719,564. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,314
Previous 14,118
1.39%
Holding current value
$719,564
Previous $700,000
0.14%
% of portfolio
0.35%
Previous 0.38%
Shares
16 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