Alaethes Wealth LLC VTEB Holdings History
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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