GRAND WEALTH MANAGEMENT, LLC VTEB Holdings History
GRAND WEALTH MANAGEMENT, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 49,490.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.46 Mil. This investment constitutes 1.35% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 7 purchases of VTEB, at an average price of $52.71, for a total of 163,494.00 shares. In addition, there have been 6 sales at an average price of $50.39 for 114,004.00 shares. Based on historical transaction data and VTEB's current price of $48.97, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his VTEB holdings is $-449,191.30, reflecting a -5.21% gain to date.
GRAND WEALTH MANAGEMENT, LLC VTEB ($48.97) Holding Chart
GRAND WEALTH MANAGEMENT, LLC VTEB ($48.97) 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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