CONSILIO WEALTH ADVISORS, LLC VTEB Holdings History
CONSILIO WEALTH ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 21,493.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.07 Mil. This investment constitutes 0.45% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q3. And since then CONSILIO WEALTH ADVISORS, LLC has made 2 purchases of VTEB, at an average price of $49.87, for a total of 70,543.00 shares. In addition, there have been 1 sales at an average price of $48.69 for 49,050.00 shares. Based on historical transaction data and VTEB's current price of $48.95, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his VTEB holdings is $-77,657.94, reflecting a -2.21% gain to date.
CONSILIO WEALTH ADVISORS, LLC VTEB ($48.95) Holding Chart
CONSILIO WEALTH ADVISORS, LLC VTEB ($48.95) 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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