New Insight Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, New Insight Wealth Advisors holds 10,386 shares of VTEB stock, worth $522,104. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,386
Previous 5,773
79.91%
Holding current value
$522,104
Previous $283 Million
83.72%
% of portfolio
0.2%
Previous 0.12%
Shares
2 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