Switch Point Financial Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 36,546 shares of VTEB stock, worth $1.84 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
36,546
Previous 36,221 0.9%
Holding current value
$1.84 Million
Previous $1.78 Billion 3.04%
% of portfolio
1.33%
Previous 1.46%

Shares

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

Nov 13, 2025
BUY
$48.5 - $50.19 $15,762 - $16,311
325 Added 0.9%
36,546 $1.83 Billion
Q2 2025

Aug 01, 2025
SELL
$48.13 - $49.85 $74,408 - $77,068
-1,546 Reduced 4.09%
36,221 $1.78 Billion
Q1 2025

Apr 29, 2025
BUY
$49.25 - $50.66 $443 - $455
9 Added 0.02%
37,767 $1.87 Billion
Q4 2024

Feb 11, 2025
BUY
$49.79 - $51.14 $1.88 Million - $1.93 Million
37,758 New
37,758 $1.89 Billion

Others Institutions Holding VTEB

# of Institutions
1,372
Shares Held
602M
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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