Avidian Wealth Enterprises, LLC VTEB Holdings History
Avidian Wealth Enterprises, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 1.10 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $54.51 Mil. This investment constitutes 2.43% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.15% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then Avidian Wealth Enterprises, LLC has made 20 purchases of VTEB, at an average price of $51.59, for a total of 1.67 Mil shares. In addition, there have been 8 sales at an average price of $50.74 for 567,485.00 shares. Based on historical transaction data and VTEB's current price of $48.72, Avidian Wealth Enterprises, LLC's estimated gain on his VTEB holdings is $-3.63 Mil, reflecting a -4.23% gain to date.
Avidian Wealth Enterprises, LLC VTEB ($48.72) Holding Chart
Avidian Wealth Enterprises, LLC VTEB ($48.72) 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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