GENESIS PRIVATE WEALTH, LLC VTEB Holdings History
GENESIS PRIVATE WEALTH, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 136,735.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $6.70 Mil. This investment constitutes 3.16% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of VTEB, at an average price of $50.40, for a total of 136,735.00 shares. Based on historical transaction data and VTEB's current price of $48.57, GENESIS PRIVATE WEALTH, LLC's estimated gain on his VTEB holdings is $-249,942.71, reflecting a -3.63% gain to date.
GENESIS PRIVATE WEALTH, LLC VTEB ($48.57) Holding Chart
GENESIS PRIVATE WEALTH, LLC VTEB ($48.57) 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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