Financial Planning & Information Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 39,211 shares of VTEB stock, worth $1.98 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

39,211

Previous 40,631 3.49%

Holding current value

$1.98 Million

Previous $2.04 Million 1.57%

% of portfolio

0.28%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $70,900 - $72,633	-1,420 Reduced 3.49%	39,211 $2 Million
Q2 2024 Aug 13, 2024	SELL	$49.55 - $50.44 $486,135 - $494,866	-9,811 Reduced 19.45%	40,631 $2.04 Million
Q1 2024 May 14, 2024	BUY	$50.36 - $51.06 $191,519 - $194,181	3,803 Added 8.15%	50,442 $2.55 Million
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $858,968 - $903,142	17,884 Added 62.19%	46,639 $2.24 Million
Q2 2023 Aug 11, 2023	BUY	$49.5 - $51.06 $435,748 - $449,481	8,803 Added 44.12%	28,755 $1.44 Million
Q1 2023 May 02, 2023	BUY	$49.32 - $51.02 $351,503 - $363,619	7,127 Added 55.57%	19,952 $1.01 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $289,180 - $304,765	6,088 Added 90.37%	12,825 $634,000
Q3 2022 Oct 25, 2022	SELL	$48.11 - $51.14 $463,251 - $492,427	-9,629 Reduced 58.84%	6,737 $324,000
Q2 2022 Jul 19, 2022	BUY	$49.13 - $51.51 $105,580 - $110,694	2,149 Added 15.12%	16,366 $817,000
Q1 2022 Apr 19, 2022	BUY	$51.44 - $54.88 $97,324 - $103,832	1,892 Added 15.35%	14,217 $733,000
Q4 2021 Feb 02, 2022	SELL	$54.5 - $55.03 $12,971 - $13,097	-238 Reduced 1.89%	12,325 $677,000
Q4 2020 Feb 08, 2021	BUY	$54.06 - $55.19 $138,501 - $141,396	2,562 Added 25.62%	12,563 $693,000
Q3 2020 May 24, 2021	BUY	$54.07 - $55.05 $248,073 - $252,569	4,588 Added 84.76%	10,001 $544,000
Q2 2020 May 24, 2021	BUY	$51.64 - $54.14 $36,096 - $37,843	699 Added 14.83%	5,413 $293,000
Q2 2019 May 24, 2021	BUY	N/A	4,714 New	4,714 $250,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Account

Financial Planning & Information Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History