Colony Family Offices, LLC VTEB Holdings History
Colony Family Offices, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Colony Family Offices, LLC held 336,851.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $16.71 Mil. This investment constitutes 5.21% of their stock portfolio, and Colony Family Offices, LLC now holds 0.04% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q2. And since then Colony Family Offices, LLC has made 10 purchases of VTEB, at an average price of $50.00, for a total of 350,954.00 shares. In addition, there have been 2 sales at an average price of $49.66 for 14,103.00 shares. Based on historical transaction data and VTEB's current price of $48.90, Colony Family Offices, LLC's estimated gain on his VTEB holdings is $-376,361.11, reflecting a -2.14% gain to date.
Colony Family Offices, LLC VTEB ($48.90) Holding Chart
Colony Family Offices, LLC VTEB ($48.90) 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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