Prosperity Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Prosperity Planning, Inc. holds 27,461 shares of VTEB stock, worth $1.37 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
27,461
Previous 17,105
60.54%
Holding current value
$1.37 Million
Previous $847,000
58.91%
% of portfolio
0.41%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio