Planwiser Financial, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Planwiser Financial, LLC holds 58,791 shares of VTEB stock, worth $2.96 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
58,791
Previous 54,168 8.53%
Holding current value
$2.96 Million
Previous $2.63 Billion 12.45%
% of portfolio
2.35%
Previous 2.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$48.5 - $50.19 $224,215 - $232,028
4,623 Added 8.53%
58,791 $2.96 Billion
Q2 2025

Aug 13, 2025
SELL
$48.13 - $49.85 $178,369 - $184,744
-3,706 Reduced 6.4%
54,168 $2.63 Billion
Q1 2025

May 08, 2025
BUY
$49.25 - $50.66 $2.85 Million - $2.93 Million
57,874 New
57,874 $2.84 Billion

Others Institutions Holding VTEB

# of Institutions
1,372
Shares Held
603M
Call Options Held
282K
Put Options Held
56K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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