Cornerstone Planning Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 204 shares of VTEB stock, worth $10,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares

204

Previous 319 36.05%

Holding current value

$10,238

Previous $16 Million 36.2%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$49.79 - $51.14 $5,725 - $5,881	-115 Reduced 36.05%	204 $10.2 Million
Q3 2024 Nov 05, 2024	BUY	$49.93 - $51.15 $49 - $51	1 Added 0.31%	319 $16 Million
Q2 2024 Aug 13, 2024	BUY	$49.55 - $50.44 $198 - $201	4 Added 1.27%	318 $16.1 Million
Q1 2024 May 07, 2024	SELL	$50.36 - $51.06 $31,575 - $32,014	-627 Reduced 66.63%	314 $15.7 Million
Q4 2023 Feb 12, 2024	SELL	$47.36 - $51.14 $17,333 - $18,717	-366 Reduced 28.0%	941 $48 Million
Q3 2023 Nov 08, 2023	SELL	$48.03 - $50.5 $141,736 - $149,025	-2,951 Reduced 69.3%	1,307 $62.9 Million
Q2 2023 Aug 15, 2023	SELL	$49.5 - $51.06 $22,176 - $22,874	-448 Reduced 9.52%	4,258 $214 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $223,535 - $235,582	4,706 New	4,706 $239 Million

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Cornerstone Planning Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History