DOWLING & YAHNKE LLC VTEB Holdings History
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 % |
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