Pds Planning, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Pds Planning, Inc

$1.11 Billion
Q4 2024

A detailed history of Pds Planning, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pds Planning, Inc holds 233,195 shares of VTEB stock, worth $11.7 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

233,195

Previous 216,472 7.73%

Holding current value

$11.7 Million

Previous $11.1 Million 5.64%

% of portfolio

1.05%

Previous 1.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$49.79 - $51.14 $832,638 - $855,214	16,723 Added 7.73%	233,195 $11.7 Million
Q3 2024 Oct 29, 2024	BUY	$49.93 - $51.15 $15,877 - $16,265	318 Added 0.15%	216,472 $11.1 Million
Q2 2024 Aug 07, 2024	SELL	$49.55 - $50.44 $59,658 - $60,729	-1,204 Reduced 0.55%	216,154 $10.8 Million
Q1 2024 May 01, 2024	BUY	$50.36 - $51.06 $32,633 - $33,086	648 Added 0.3%	217,358 $11 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $51.14 $3.78 Million - $4.09 Million	79,908 Added 58.41%	216,710 $11.1 Million
Q3 2023 Oct 20, 2023	SELL	$48.03 - $50.5 $91,737 - $96,455	-1,910 Reduced 1.38%	136,802 $6.58 Million
Q2 2023 Jul 20, 2023	SELL	$49.5 - $51.06 $34,006 - $35,078	-687 Reduced 0.49%	138,712 $6.97 Million
Q1 2023 May 01, 2023	SELL	$49.32 - $51.02 $28,556 - $29,540	-579 Reduced 0.41%	139,399 $7.06 Million
Q4 2022 Jan 26, 2023	SELL	$47.5 - $50.06 $3.72 Million - $3.93 Million	-78,417 Reduced 35.91%	139,978 $0
Q3 2022 Nov 02, 2022	BUY	$48.11 - $51.14 $629,278 - $668,911	13,080 Added 6.37%	218,395 $10.5 Million
Q2 2022 Jul 15, 2022	BUY	$49.13 - $51.51 $8.02 Million - $8.41 Million	163,275 Added 388.38%	205,315 $10.2 Million
Q1 2022 Apr 18, 2022	BUY	$51.44 - $54.88 $1.59 Million - $1.7 Million	30,889 Added 277.01%	42,040 $2.17 Million
Q4 2021 Jan 25, 2022	BUY	$54.5 - $55.03 $2,725 - $2,751	50 Added 0.45%	11,151 $612,000
Q3 2021 Oct 22, 2021	BUY	$54.77 - $55.59 $2,026 - $2,056	37 Added 0.33%	11,101 $608,000
Q2 2021 Jul 26, 2021	BUY	$54.58 - $55.46 $16,974 - $17,248	311 Added 2.89%	11,064 $612,000
Q1 2021 Apr 20, 2021	BUY	$54.36 - $55.51 $1,522 - $1,554	28 Added 0.26%	10,753 $588,000
Q4 2020 Jan 21, 2021	BUY	$54.06 - $55.19 $3,189 - $3,256	59 Added 0.55%	10,725 $592,000
Q3 2020 Oct 19, 2020	BUY	$54.07 - $55.05 $223,417 - $227,466	4,132 Added 63.24%	10,666 $581,000
Q2 2020 Aug 11, 2020	BUY	$51.64 - $54.14 $24,787 - $25,987	480 Added 7.93%	6,534 $354,000
Q1 2020 Apr 20, 2020	BUY	$45.81 - $55.19 $277,333 - $334,120	6,054 New	6,054 $320,000

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account