Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-32,982.04
% of Total Estimate Gain
-1.03%

Apex Wealth Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Apex Wealth Management, LLC held - shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Apex Wealth Management, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.03 for 63,427.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Apex Wealth Management, LLC's estimated gain on his VTEB holdings is $-32,982.04, reflecting a -1.03% gain to date.

Apex Wealth Management, LLC VTEB ($48.51) Holding Chart

Apex Wealth Management, LLC 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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