High Pines Wealth Management, LLC VTEB Holdings History
High Pines Wealth Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 41,325.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.11 Mil. This investment constitutes 3.22% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 6 purchases of VTEB, at an average price of $53.56, for a total of 97,683.00 shares. In addition, there have been 6 sales at an average price of $50.69 for 56,358.00 shares. Based on historical transaction data and VTEB's current price of $48.95, High Pines Wealth Management, LLC's estimated gain on his VTEB holdings is $-352,099.25, reflecting a -6.73% gain to date.
High Pines Wealth Management, LLC VTEB ($48.95) Holding Chart
High Pines Wealth Management, 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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