Number of Shares
26,950.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
0.5%
Total Estimate Gain
$-9,432.50
% of Total Estimate Gain
-0.72%

ACCESS FINANCIAL SERVICES, INC.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, ACCESS FINANCIAL SERVICES, INC. held 26,950.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.32 Mil. This investment constitutes 0.5% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2025Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 1 purchases of VTEB, at an average price of $48.86, for a total of 26,950.00 shares. Based on historical transaction data and VTEB's current price of $48.51, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his VTEB holdings is $-9,432.50, reflecting a -0.72% gain to date.

ACCESS FINANCIAL SERVICES, INC. VTEB ($48.51) Holding Chart

ACCESS FINANCIAL SERVICES, INC. VTEB ($48.51) 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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