Sterling Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,262 shares of VTEB stock, worth $362,954. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,262
Previous 7,262
-0.0%
Holding current value
$362,954
Previous $364 Million
2.02%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio