Number of Shares
36,745.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
1.22%
Total Estimate Gain
$-55,943.78
% of Total Estimate Gain
-3.04%

Brewster Financial Planning LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Brewster Financial Planning LLC held 36,745.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.80 Mil. This investment constitutes 1.22% of their stock portfolio, and Brewster Financial Planning LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q2. And since then Brewster Financial Planning LLC has made 5 purchases of VTEB, at an average price of $50.12, for a total of 36,745.00 shares. Based on historical transaction data and VTEB's current price of $48.60, Brewster Financial Planning LLC's estimated gain on his VTEB holdings is $-55,943.78, reflecting a -3.04% gain to date.

Brewster Financial Planning LLC VTEB ($48.60) Holding Chart

Brewster Financial Planning 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 %

Top Ranked Articles

  • 1