Quantum Financial Planning Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Quantum Financial Planning Services, Inc.
- $247 Billion
- Q3 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 9,360 shares of VTEB stock, worth $471,088. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,360
Previous 9,197
1.77%
Holding current value
$471,088
Previous $451 Million
3.94%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio