ATMOS ADVISORY, LLC VTEB Holdings History

Number of Shares
349,867.00
Current Holdings Value*
$17.36 Mil
% of Portfolio
11.65%
Total Estimate Gain
$-2.73 Mil
% of Total Estimate Gain
-6.30%

ATMOS ADVISORY, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, ATMOS ADVISORY, LLC held 349,867.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $17.36 Mil. This investment constitutes 11.65% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.05% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q4. And since then ATMOS ADVISORY, LLC has made 11 purchases of VTEB, at an average price of $52.09, for a total of 830,627.00 shares. In addition, there have been 2 sales at an average price of $48.80 for 480,760.00 shares. Based on historical transaction data and VTEB's current price of $48.80, ATMOS ADVISORY, LLC's estimated gain on his VTEB holdings is $-2.73 Mil, reflecting a -6.30% gain to date.

ATMOS ADVISORY, LLC VTEB ($48.80) Holding Chart

ATMOS ADVISORY, LLC 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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