Altium Wealth Management LLC VTEB Holdings History
Altium Wealth Management LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 648,667.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $32.38 Mil. This investment constitutes 2.34% of their stock portfolio, and Altium Wealth Management LLC now holds 0.18% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 15 purchases of VTEB, at an average price of $52.69, for a total of 880,236.00 shares. In addition, there have been 2 sales at an average price of $53.01 for 231,569.00 shares. Based on historical transaction data and VTEB's current price of $48.91, Altium Wealth Management LLC's estimated gain on his VTEB holdings is $-2.38 Mil, reflecting a -5.13% gain to date.
Altium Wealth Management LLC VTEB ($48.91) Holding Chart
Altium Wealth Management LLC VTEB ($48.91) 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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