Prosperity Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Prosperity Planning, Inc.
- $351 Million
- Q3 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 27,468 shares of VTEB stock, worth $1.38 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
27,468
Previous 27,461
0.03%
Holding current value
$1.38 Million
Previous $1.35 Million
2.15%
% of portfolio
0.39%
Previous 0.41%
Shares
11 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