Sterling Financial Planning, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Sterling Financial Planning, Inc.
- $289 Million
- Q2 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 62,933 shares of VTEB stock, worth $3.15 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
62,933
Previous 62,394
0.86%
Holding current value
$3.15 Million
Previous $3.1 Million
0.32%
% of portfolio
1.07%
Previous 1.16%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 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