HILLTOP WEALTH ADVISORS, LLC VTEB Holdings History
HILLTOP WEALTH ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 55,360.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.71 Mil. This investment constitutes 1.52% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2023Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 5 purchases of VTEB, at an average price of $49.33, for a total of 452,170.00 shares. In addition, there have been 2 sales at an average price of $49.63 for 396,810.00 shares. Based on historical transaction data and VTEB's current price of $48.60, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his VTEB holdings is $79,792.04, reflecting a 0.36% gain to date.
HILLTOP WEALTH ADVISORS, LLC VTEB ($48.60) Holding Chart
HILLTOP WEALTH ADVISORS, LLC VTEB ($48.60) 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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