Burt Wealth Advisors VTEB Holdings History
Burt Wealth Advisors's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 134,418.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $6.59 Mil. This investment constitutes 1.51% of their stock portfolio, and Burt Wealth Advisors now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then Burt Wealth Advisors has made 22 purchases of VTEB, at an average price of $50.15, for a total of 165,093.00 shares. In addition, there have been 5 sales at an average price of $50.12 for 30,675.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Burt Wealth Advisors's estimated gain on his VTEB holdings is $-221,990.11, reflecting a -2.68% gain to date.
Burt Wealth Advisors VTEB ($48.51) Holding Chart
Burt Wealth Advisors 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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