Brewster Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Brewster Financial Planning LLC
- $135 Million
- Q1 2025
A detailed history of Brewster Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brewster Financial Planning LLC holds 32,660 shares of VTEB stock, worth $1.61 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
32,660
Previous 24,070
35.69%
Holding current value
$1.61 Million
Previous $1.21 Million
34.33%
% of portfolio
1.2%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio