Sellwood Investment Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sellwood Investment Partners LLC
- $209 Billion
- Q2 2025
A detailed history of Sellwood Investment Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sellwood Investment Partners LLC holds 53,583 shares of VTEB stock, worth $2.6 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
53,583
Previous 58,733
8.77%
Holding current value
$2.6 Million
Previous $2.91 Billion
9.85%
% of portfolio
1.26%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio