Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Watershed Private Wealth LLC
- $333 Billion
- Q4 2025
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Watershed Private Wealth LLC holds 87,219 shares of VTEB stock, worth $4.38 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
87,219
Previous 86,840
0.44%
Holding current value
$4.38 Million
Previous $4.35 Billion
0.88%
% of portfolio
1.32%
Previous 1.37%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,381Shares Held
605MCall 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
-
Wealthfront Advisers LLC24.2MShares$1.21 Billion2.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio