Number of Shares
32,849.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
0.39%
Total Estimate Gain
$-440,757.22
% of Total Estimate Gain
-2.68%

ABLE Financial Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, ABLE Financial Group, LLC held 32,849.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.61 Mil. This investment constitutes 0.39% of their stock portfolio, and ABLE Financial Group, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q1. And since then ABLE Financial Group, LLC has made 7 purchases of VTEB, at an average price of $50.18, for a total of 328,073.00 shares. In addition, there have been 2 sales at an average price of $48.87 for 295,224.00 shares. Based on historical transaction data and VTEB's current price of $48.57, ABLE Financial Group, LLC's estimated gain on his VTEB holdings is $-440,757.22, reflecting a -2.68% gain to date.

ABLE Financial Group, LLC VTEB ($48.57) Holding Chart

ABLE Financial Group, LLC VTEB ($48.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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