Planning Directions Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Planning Directions Inc holds 18,344 shares of VTEB stock, worth $922,152. This represents 0.49% of its overall portfolio holdings.
Number of Shares
18,344
Previous 18,190
0.85%
Holding current value
$922,152
Previous $891,000
3.03%
% of portfolio
0.49%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio