GeoWealth Management, LLC VTEB Holdings History
GeoWealth Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 1.70 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $84.59 Mil. This investment constitutes 3.4% of their stock portfolio, and GeoWealth Management, LLC now holds 0.23% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2021Q4. And since then GeoWealth Management, LLC has made 7 purchases of VTEB, at an average price of $50.65, for a total of 1.94 Mil shares. In addition, there have been 3 sales at an average price of $50.06 for 232,710.00 shares. Based on historical transaction data and VTEB's current price of $48.54, GeoWealth Management, LLC's estimated gain on his VTEB holdings is $-3.74 Mil, reflecting a -3.81% gain to date.
GeoWealth Management, LLC VTEB ($48.54) Holding Chart
GeoWealth Management, LLC VTEB ($48.54) 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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