HBK Sorce Advisory LLC VTEB Holdings History
HBK Sorce Advisory LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, HBK Sorce Advisory LLC held 723,668.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $35.91 Mil. This investment constitutes 1.05% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.1% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then HBK Sorce Advisory LLC has made 13 purchases of VTEB, at an average price of $49.21, for a total of 1.38 Mil shares. In addition, there have been 5 sales at an average price of $49.88 for 656,521.00 shares. Based on historical transaction data and VTEB's current price of $48.95, HBK Sorce Advisory LLC's estimated gain on his VTEB holdings is $248,208.26, reflecting a 0.37% gain to date.
HBK Sorce Advisory LLC VTEB ($48.95) Holding Chart
HBK Sorce Advisory LLC VTEB ($48.95) 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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