Clear Perspective Advisors, LLC VTEB Holdings History
Clear Perspective Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 107,906.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $5.92 Mil. This investment constitutes 1.8% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0.04% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q3. And since then Clear Perspective Advisors, LLC has made 9 purchases of VTEB, at an average price of $54.03, for a total of 177,206.00 shares. In addition, there have been 2 sales at an average price of $53.61 for 69,300.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Clear Perspective Advisors, LLC's estimated gain on his VTEB holdings is $-624,472.47, reflecting a -6.52% gain to date.
Clear Perspective Advisors, LLC VTEB ($48.51) Holding Chart
Clear Perspective Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
