Bleakley Financial Group, LLC VTEB Holdings History
Bleakley Financial Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Bleakley Financial Group, LLC held 1.47 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $72.75 Mil. This investment constitutes 2.34% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.2% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 6 purchases of VTEB, at an average price of $48.85, for a total of 1.80 Mil shares. In addition, there have been 3 sales at an average price of $49.79 for 338,523.00 shares. Based on historical transaction data and VTEB's current price of $48.80, Bleakley Financial Group, LLC's estimated gain on his VTEB holdings is $249,023.04, reflecting a 0.28% gain to date.
Bleakley Financial Group, LLC VTEB ($48.80) Holding Chart
Bleakley Financial Group, LLC VTEB ($48.80) 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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