CAPITAL PERFORMANCE ADVISORS LLP VTEB Holdings History
EARNED WEALTH ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 214,413.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $10.64 Mil. This investment constitutes 2.34% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2025Q1. And since then EARNED WEALTH ADVISORS, LLC has made 1 purchases of VTEB, at an average price of $50.03, for a total of 214,413.00 shares. Based on historical transaction data and VTEB's current price of $48.97, EARNED WEALTH ADVISORS, LLC's estimated gain on his VTEB holdings is $-227,277.78, reflecting a -2.12% gain to date.
EARNED WEALTH ADVISORS, LLC VTEB ($48.97) Holding Chart
EARNED WEALTH ADVISORS, LLC VTEB ($48.97) 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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