Number of Shares
362,753.00
Current Holdings Value*
$17.79 Mil
% of Portfolio
1.38%
Total Estimate Gain
$-270,622.87
% of Total Estimate Gain
-1.38%

CAHABA WEALTH MANAGEMENT, INC.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 362,753.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $17.79 Mil. This investment constitutes 1.38% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.05% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 22 purchases of VTEB, at an average price of $49.55, for a total of 395,605.00 shares. In addition, there have been 7 sales at an average price of $52.50 for 32,852.00 shares. Based on historical transaction data and VTEB's current price of $48.54, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his VTEB holdings is $-270,622.87, reflecting a -1.38% gain to date.

CAHABA WEALTH MANAGEMENT, INC. VTEB ($48.54) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. VTEB ($48.54) 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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