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

Sterling Financial Planning, Inc.

$264 Million
Q4 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 62,472 shares of VTEB stock, worth $3.14 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

62,472

Previous 50,963 22.58%

Holding current value

$3.14 Million

Previous $2.61 Million 20.19%

% of portfolio

1.19%

Previous 0.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$49.79 - $51.14 $573,033 - $588,570	11,509 Added 22.58%	62,472 $3.13 Million
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

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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