Heritage Investment Group, Inc. VTEB Holdings History
Heritage Investment Group, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 814,860.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $39.95 Mil. This investment constitutes 6.89% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.11% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q2. And since then Heritage Investment Group, Inc. has made 7 purchases of VTEB, at an average price of $49.04, for a total of 879,725.00 shares. In addition, there have been 6 sales at an average price of $49.96 for 64,865.00 shares. Based on historical transaction data and VTEB's current price of $48.49, Heritage Investment Group, Inc.'s estimated gain on his VTEB holdings is $-387,273.88, reflecting a -0.90% gain to date.
Heritage Investment Group, Inc. VTEB ($48.49) Holding Chart
Heritage Investment Group, Inc. VTEB ($48.49) 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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