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

Holistic Planning, LLC

  • $295 Billion
  • Q1 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 5,968 shares of VTEB stock, worth $293,625. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,968
Previous 5,434 9.83%
Holding current value
$293,625
Previous $272 Million 8.71%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,318
Shares Held
550M
Call Options Held
22.3K
Put Options Held
83.8K
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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