Number of Shares
68,801.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
1.35%
Total Estimate Gain
$32,440.21
% of Total Estimate Gain
0.47%

Hughes Financial Services, LLC's Vanguard Short-Term Tax Exempt Bond ETF Holding Summary

As of 2025-03-31, Hughes Financial Services, LLC held 68,801.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $6.91 Mil. This investment constitutes 1.35% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.91% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.

The initial trade took place in 2024Q4. And since then Hughes Financial Services, LLC has made 1 purchases of VTES, at an average price of $100.62, for a total of 68,801.00 shares. Based on historical transaction data and VTES's current price of $101.10, Hughes Financial Services, LLC's estimated gain on his VTES holdings is $32,440.21, reflecting a 0.47% gain to date.

Hughes Financial Services, LLC VTES ($101.10) Holding Chart

Hughes Financial Services, LLC VTES ($101.10) 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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