CATALYST PRIVATE WEALTH, LLC VTEB Holdings History
CATALYST PRIVATE WEALTH, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, CATALYST PRIVATE WEALTH, LLC held 56,857.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.82 Mil. This investment constitutes 1.37% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 6 purchases of VTEB, at an average price of $49.69, for a total of 187,847.00 shares. In addition, there have been 4 sales at an average price of $49.43 for 130,990.00 shares. Based on historical transaction data and VTEB's current price of $48.96, CATALYST PRIVATE WEALTH, LLC's estimated gain on his VTEB holdings is $-75,764.28, reflecting a -0.81% gain to date.
CATALYST PRIVATE WEALTH, LLC VTEB ($48.96) Holding Chart
CATALYST PRIVATE WEALTH, LLC VTEB ($48.96) 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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