Number of Shares
876,063.00
Current Holdings Value*
$43.47 Mil
% of Portfolio
3.69%
Total Estimate Gain
$-1.45 Mil
% of Total Estimate Gain
-2.51%

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

As of 2025-03-31, Beaird Harris Wealth Management, LLC held 876,063.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $43.47 Mil. This investment constitutes 3.69% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.12% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 7 purchases of VTEB, at an average price of $50.13, for a total of 1.16 Mil shares. In addition, there have been 6 sales at an average price of $49.73 for 279,561.00 shares. Based on historical transaction data and VTEB's current price of $48.60, Beaird Harris Wealth Management, LLC's estimated gain on his VTEB holdings is $-1.45 Mil, reflecting a -2.51% gain to date.

Beaird Harris Wealth Management, LLC VTEB ($48.60) Holding Chart

Beaird Harris Wealth Management, LLC VTEB ($48.60) 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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