Number of Shares
305,106.00
Current Holdings Value*
$15.14 Mil
% of Portfolio
4.62%
Total Estimate Gain
$-573,273.06
% of Total Estimate Gain
-2.52%

Goodman Advisory Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Goodman Advisory Group, LLC held 305,106.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $15.14 Mil. This investment constitutes 4.62% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0.04% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2021Q4. And since then Goodman Advisory Group, LLC has made 7 purchases of VTEB, at an average price of $50.27, for a total of 452,779.00 shares. In addition, there have been 5 sales at an average price of $50.02 for 147,673.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Goodman Advisory Group, LLC's estimated gain on his VTEB holdings is $-573,273.06, reflecting a -2.52% gain to date.

Goodman Advisory Group, LLC VTEB ($48.51) Holding Chart

Goodman Advisory Group, LLC 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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