Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Divergent Planning, LLC
- $296 Million
- Q1 2025
A detailed history of Divergent Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Divergent Planning, LLC holds 275,302 shares of VTEB stock, worth $13.4 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
275,302
Previous 264,959
3.9%
Holding current value
$13.4 Million
Previous $13.3 Million
2.68%
% of portfolio
4.61%
Previous 4.52%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio