Rockwood Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockwood Wealth Management, LLC
- $1.25 Trillion
- Q3 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 52,020 shares of VTEB stock, worth $2.62 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
52,020
Previous 61,608
15.56%
Holding current value
$2.62 Million
Previous $3.02 Billion
13.77%
% of portfolio
0.21%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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