Number of Shares
173,870.00
Current Holdings Value*
$8.63 Mil
% of Portfolio
1.83%
Total Estimate Gain
$-205,075.60
% of Total Estimate Gain
-2.36%

Altiora Financial Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 173,870.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $8.63 Mil. This investment constitutes 1.83% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q4. And since then Altiora Financial Group, LLC has made 4 purchases of VTEB, at an average price of $49.98, for a total of 173,870.00 shares. Based on historical transaction data and VTEB's current price of $48.80, Altiora Financial Group, LLC's estimated gain on his VTEB holdings is $-205,075.60, reflecting a -2.36% gain to date.

Altiora Financial Group, LLC VTEB ($48.80) Holding Chart

Altiora Financial Group, 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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