Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Divergent Planning, LLC

$268 Million
Q3 2024

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 257,641 shares of VTEB stock, worth $13 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

257,641

Previous 235,786 9.27%

Holding current value

$13 Million

Previous $11.8 Million 11.47%

% of portfolio

4.91%

Previous 4.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$49.93 - $51.15 $1.09 Million - $1.12 Million	21,855 Added 9.27%	257,641 $13.2 Million
Q2 2024 Jul 12, 2024	BUY	$49.55 - $50.44 $492,130 - $500,970	9,932 Added 4.4%	235,786 $11.8 Million
Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $5.15 Million - $5.22 Million	102,238 Added 82.71%	225,854 $11.4 Million
Q4 2023 Jan 10, 2024	BUY	$47.36 - $51.14 $150,225 - $162,216	3,172 Added 2.63%	123,616 $6.31 Million
Q3 2023 Oct 13, 2023	BUY	$48.03 - $50.5 $136,165 - $143,167	2,835 Added 2.41%	120,444 $5.79 Million
Q2 2023 Jul 11, 2023	BUY	$49.5 - $51.06 $306,652 - $316,316	6,195 Added 5.56%	117,609 $5.91 Million
Q1 2023 Apr 07, 2023	BUY	$49.32 - $51.02 $245,860 - $254,334	4,985 Added 4.68%	111,414 $5.64 Million
Q4 2022 Jan 18, 2023	BUY	$47.5 - $50.06 $284,050 - $299,358	5,980 Added 5.95%	106,429 $0
Q3 2022 Oct 12, 2022	BUY	$48.11 - $51.14 $171,993 - $182,825	3,575 Added 3.69%	100,449 $4.84 Million
Q2 2022 Jul 11, 2022	BUY	$49.13 - $51.51 $450,718 - $472,552	9,174 Added 10.46%	96,874 $4.84 Million
Q1 2022 Apr 14, 2022	BUY	$51.44 - $54.88 $4.1 Million - $4.37 Million	79,686 Added 994.33%	87,700 $4.52 Million
Q4 2021 Jan 14, 2022	BUY	$54.5 - $55.03 $436,763 - $441,010	8,014 New	8,014 $440,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Divergent Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Divergent Planning, LLC with notifications on news.

Account

Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History