AMERICAN FINANCIAL & TAX STRATEGIES INC VTEB Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 110,917.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $5.50 Mil. This investment constitutes 2.96% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 4 purchases of VTEB, at an average price of $49.51, for a total of 110,917.00 shares. Based on historical transaction data and VTEB's current price of $48.80, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his VTEB holdings is $-78,924.72, reflecting a -1.44% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC VTEB ($48.80) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC VTEB ($48.80) 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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