Number of Shares
594,192.00
Current Holdings Value*
$28.58 Mil
% of Portfolio
5.85%
Total Estimate Gain
$-612,017.76
% of Total Estimate Gain
-2.08%

BEDEL FINANCIAL CONSULTING INC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2023-09-30, BEDEL FINANCIAL CONSULTING INC held 594,192.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $28.58 Mil. This investment constitutes 5.85% of their stock portfolio, and BEDEL FINANCIAL CONSULTING INC now holds 0.11% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q3. Based on historical transaction data and VTEB's current price of $48.51, BEDEL FINANCIAL CONSULTING INC's estimated gain on his VTEB holdings is $-612,017.76, reflecting a -2.08% gain to date.

BEDEL FINANCIAL CONSULTING INC VTEB ($48.51) Holding Chart

BEDEL FINANCIAL CONSULTING INC 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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