CONQUIS FINANCIAL LLC VTEB Holdings History
Number of Shares
21,777.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-37,748.80
% of Total Estimate Gain
-3.45%
CONQUIS FINANCIAL LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, CONQUIS FINANCIAL LLC held 21,777.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.08 Mil. This investment constitutes 1.12% of their stock portfolio, and CONQUIS FINANCIAL LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2024Q4. And since then CONQUIS FINANCIAL LLC has made 1 purchases of VTEB, at an average price of $50.24, for a total of 21,777.00 shares. Based on historical transaction data and VTEB's current price of $48.51, CONQUIS FINANCIAL LLC's estimated gain on his VTEB holdings is $-37,748.80, reflecting a -3.45% gain to date.
CONQUIS FINANCIAL LLC VTEB ($48.51) Holding Chart
CONQUIS FINANCIAL LLC 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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