Aevitas Wealth Management, Inc. VTEB Holdings History
Aevitas Wealth Management, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2022-12-31, Aevitas Wealth Management, Inc. held 89,315.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $4.42 Mil. This investment constitutes 2.62% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q2. And since then Aevitas Wealth Management, Inc. has made 3 purchases of VTEB, at an average price of $49.04, for a total of 89,315.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Aevitas Wealth Management, Inc.'s estimated gain on his VTEB holdings is $-47,702.83, reflecting a -1.09% gain to date.
Aevitas Wealth Management, Inc. VTEB ($48.51) Holding Chart
Aevitas Wealth Management, 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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