Number of Shares
53,181.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
2.13%
Total Estimate Gain
$-117,334.05
% of Total Estimate Gain
-3.60%

GEN Financial Management, INC.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 53,181.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.61 Mil. This investment constitutes 2.13% of their stock portfolio, and GEN Financial Management, INC. now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $49.77 for 11,337.00 shares. Based on historical transaction data and VTEB's current price of $48.51, GEN Financial Management, INC.'s estimated gain on his VTEB holdings is $-117,334.05, reflecting a -3.60% gain to date.

GEN Financial Management, INC. VTEB ($48.51) Holding Chart

GEN Financial Management, INC. VTEB ($48.51) 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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