Quantum Financial Planning Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Quantum Financial Planning Services, Inc.
- $212 Billion
- Q2 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 9,197 shares of VTEB stock, worth $449,365. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,197
Previous 5,063
81.65%
Holding current value
$449,365
Previous $251 Million
79.49%
% of portfolio
0.21%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
559MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio