Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-679,657.22
% of Total Estimate Gain
-4.81%

Divergent Planning, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Divergent Planning, LLC held - shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q4. And since then Divergent Planning, LLC has made 13 purchases of VTEB, at an average price of $51.33, for a total of 275,302.00 shares. In addition, there have been 1 sales at an average price of $48.86 for 275,302.00 shares. Based on historical transaction data and VTEB's current price of $48.72, Divergent Planning, LLC's estimated gain on his VTEB holdings is $-679,657.22, reflecting a -4.81% gain to date.

Divergent Planning, LLC VTEB ($48.72) Holding Chart

Divergent Planning, LLC VTEB ($48.72) 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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