Quantum Financial Planning Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Quantum Financial Planning Services, Inc.
- $212 Billion
- Q2 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 9,197 shares of VTEB stock, worth $446,882. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,197
Previous 5,063
81.65%
Holding current value
$446,882
Previous $251 Million
79.49%
% of portfolio
0.21%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio