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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Holistic Planning, LLC holds 5,660 shares of VTEB stock, worth $276,547. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,660
Previous 5,968 5.16%
Holding current value
$276,547
Previous $296 Million 6.29%
% of portfolio
0.08%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$48.13 - $49.85 $14,824 - $15,353
-308 Reduced 5.16%
5,660 $277 Million
Q1 2025

Apr 23, 2025
BUY
$49.25 - $50.66 $26,299 - $27,052
534 Added 9.83%
5,968 $296 Million
Q3 2024

Nov 01, 2024
BUY
$49.93 - $51.15 $271,319 - $277,949
5,434 New
5,434 $278 Million

Others Institutions Holding VTEB

# of Institutions
1,332
Shares Held
561M
Call Options Held
16.3K
Put Options Held
422K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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