Sterling Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 50,963 shares of VTEB stock, worth $2.55 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

50,963

Previous 48,071 6.02%

Holding current value

$2.55 Million

Previous $2.41 Million 8.18%

% of portfolio

0.99%

Previous 1.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$49.93 - $51.15 $144,397 - $147,925	2,892 Added 6.02%	50,963 $2.61 Million
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $175,654 - $178,809	3,545 Added 7.96%	48,071 $2.41 Million
Q1 2024 May 06, 2024	BUY	$50.36 - $51.06 $307,951 - $312,231	6,115 Added 15.92%	44,526 $2.25 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $51.14 $1.55 Million - $1.68 Million	32,810 Added 585.79%	38,411 $1.96 Million
Q3 2023 Nov 03, 2023	BUY	$48.03 - $50.5 $269,016 - $282,850	5,601 New	5,601 $269,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Sterling Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History