Sterling Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 2025
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 62,394 shares of VTEB stock, worth $3.05 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
62,394
Previous 62,472
0.12%
Holding current value
$3.05 Million
Previous $3.13 Million
1.15%
% of portfolio
1.16%
Previous 1.19%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,313Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio