Balanced Rock Investment Advisors LLC VTEB Holdings History
Balanced Rock Investment Advisors LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 141,941.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $7.04 Mil. This investment constitutes 5.61% of their stock portfolio, and Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors LLC has made 2 purchases of VTEB, at an average price of $49.19, for a total of 178,640.00 shares. In addition, there have been 3 sales at an average price of $50.45 for 36,699.00 shares. Based on historical transaction data and VTEB's current price of $48.95, Balanced Rock Investment Advisors LLC's estimated gain on his VTEB holdings is $13,124.11, reflecting a 0.15% gain to date.
Balanced Rock Investment Advisors LLC VTEB ($48.95) Holding Chart
Balanced Rock Investment Advisors LLC VTEB ($48.95) 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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