Baron Silver Stevens Financial Advisors, LLC VTEB Holdings History
Baron Silver Stevens Financial Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 201,979.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $9.90 Mil. This investment constitutes 1.59% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 11 purchases of VTEB, at an average price of $51.24, for a total of 477,797.00 shares. In addition, there have been 7 sales at an average price of $50.15 for 275,818.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VTEB holdings is $-851,048.66, reflecting a -3.48% gain to date.
Baron Silver Stevens Financial Advisors, LLC VTEB ($48.51) Holding Chart
Baron Silver Stevens Financial Advisors, 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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