Number of Shares
658,251.00
Current Holdings Value*
$32.25 Mil
% of Portfolio
4.62%
Total Estimate Gain
$-941,093.51
% of Total Estimate Gain
-2.76%

Bedel Financial Consulting, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Bedel Financial Consulting, Inc. held 658,251.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $32.25 Mil. This investment constitutes 4.62% of their stock portfolio, and Bedel Financial Consulting, Inc. now holds 0.09% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q3. And since then Bedel Financial Consulting, Inc. has made 8 purchases of VTEB, at an average price of $49.94, for a total of 681,826.00 shares. In addition, there have been 6 sales at an average price of $49.86 for 23,575.00 shares. 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 $-941,093.51, reflecting a -2.76% 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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