Callan Capital, LLC VTEB Holdings History

Number of Shares
550,027.00
Current Holdings Value*
$27.29 Mil
% of Portfolio
2.02%
Total Estimate Gain
$262,017.26
% of Total Estimate Gain
0.31%

Callan Capital, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Callan Capital, LLC held 550,027.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $27.29 Mil. This investment constitutes 2.02% of their stock portfolio, and Callan Capital, LLC now holds 0.08% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q2. And since then Callan Capital, LLC has made 7 purchases of VTEB, at an average price of $49.73, for a total of 1.72 Mil shares. In addition, there have been 5 sales at an average price of $50.53 for 1.17 Mil shares. Based on historical transaction data and VTEB's current price of $48.51, Callan Capital, LLC's estimated gain on his VTEB holdings is $262,017.26, reflecting a 0.31% gain to date.

Callan Capital, LLC VTEB ($48.51) Holding Chart

Callan Capital, 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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