DOWLING & YAHNKE LLC VTEB Holdings History

Number of Shares
1.72 Mil
Current Holdings Value*
$83.04 Mil
% of Portfolio
3.87%
Total Estimate Gain
$-11.19 Mil
% of Total Estimate Gain
-7.15%

DOWLING & YAHNKE LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2022-09-30, DOWLING & YAHNKE LLC held 1.72 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $83.04 Mil. This investment constitutes 3.87% of their stock portfolio, and DOWLING & YAHNKE LLC now holds 0.4% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q1. And since then DOWLING & YAHNKE LLC has made 1 purchases of VTEB, at an average price of $53.08, for a total of 2.95 Mil shares. In addition, there have been 2 sales at an average price of $49.94 for 1.22 Mil shares. Based on historical transaction data and VTEB's current price of $48.82, DOWLING & YAHNKE LLC's estimated gain on his VTEB holdings is $-11.19 Mil, reflecting a -7.15% gain to date.

DOWLING & YAHNKE LLC VTEB ($48.82) Holding Chart

DOWLING & YAHNKE LLC VTEB ($48.82) 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