Number of Shares
82,717.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
1.7%
Total Estimate Gain
$-91,402.29
% of Total Estimate Gain
-2.21%

Eaton Financial Holdings Company, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Eaton Financial Holdings Company, LLC held 82,717.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $4.10 Mil. This investment constitutes 1.7% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2025Q1. And since then Eaton Financial Holdings Company, LLC has made 1 purchases of VTEB, at an average price of $50.03, for a total of 82,717.00 shares. Based on historical transaction data and VTEB's current price of $48.93, Eaton Financial Holdings Company, LLC's estimated gain on his VTEB holdings is $-91,402.29, reflecting a -2.21% gain to date.

Eaton Financial Holdings Company, LLC VTEB ($48.93) Holding Chart

Eaton Financial Holdings Company, LLC VTEB ($48.93) 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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