Gleason Group, Inc. VTES Holdings History
Number of Shares
305,954.00
Current Holdings Value*
$30.88 Mil
% of Portfolio
3.35%
Total Estimate Gain
$259,114.43
% of Total Estimate Gain
0.84%
Gleason Group, Inc.'s Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-06-30, Gleason Group, Inc. held 305,954.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $30.88 Mil. This investment constitutes 3.35% of their stock portfolio, and Gleason Group, Inc. now holds 3% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2024Q4. And since then Gleason Group, Inc. has made 3 purchases of VTES, at an average price of $100.25, for a total of 305,954.00 shares. Based on historical transaction data and VTES's current price of $101.10, Gleason Group, Inc.'s estimated gain on his VTES holdings is $259,114.43, reflecting a 0.84% gain to date.
Gleason Group, Inc. VTES ($101.10) Holding Chart
Gleason Group, Inc. VTES ($101.10) 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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