Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Divergent Planning, LLC
- $246 Million
- Q2 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 235,786 shares of VTEB stock, worth $12 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
235,786
Previous 225,854
4.4%
Holding current value
$12 Million
Previous $11.4 Million
3.39%
% of portfolio
4.81%
Previous 4.84%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio