Compass Advisory Group LLC VTEB Holdings History
Compass Advisory Group LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 61,525.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.05 Mil. This investment constitutes 1.06% of their stock portfolio, and Compass Advisory Group LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 10 purchases of VTEB, at an average price of $53.27, for a total of 140,657.00 shares. In addition, there have been 7 sales at an average price of $50.59 for 79,132.00 shares. Based on historical transaction data and VTEB's current price of $48.96, Compass Advisory Group LLC's estimated gain on his VTEB holdings is $-477,676.05, reflecting a -6.38% gain to date.
Compass Advisory Group LLC VTEB ($48.96) Holding Chart
Compass Advisory Group LLC VTEB ($48.96) 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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