Alaethes Wealth LLC VTEB Holdings History

Number of Shares
132,194.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
2.4%
Total Estimate Gain
$-344,782.25
% of Total Estimate Gain
-4.40%

Alaethes Wealth LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Alaethes Wealth LLC held 132,194.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $6.56 Mil. This investment constitutes 2.4% of their stock portfolio, and Alaethes Wealth LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q1. And since then Alaethes Wealth LLC has made 11 purchases of VTEB, at an average price of $50.93, for a total of 153,742.00 shares. In addition, there have been 5 sales at an average price of $49.67 for 21,548.00 shares. Based on historical transaction data and VTEB's current price of $48.53, Alaethes Wealth LLC's estimated gain on his VTEB holdings is $-344,782.25, reflecting a -4.40% gain to date.

Alaethes Wealth LLC VTEB ($48.53) Holding Chart

Alaethes Wealth LLC VTEB ($48.53) 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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