Number of Shares
6,700.00
Current Holdings Value*
$662,070.00
% of Portfolio
0.36%
Total Estimate Gain
$-6,365.00
% of Total Estimate Gain
-0.95%

Integrity Wealth Solutions LLC's Vanguard Intermediate-Term Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Integrity Wealth Solutions LLC held 6,700.00 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF(VTEI), totaling $662,070.00. This investment constitutes 0.36% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.16% of the outstanding Vanguard Intermediate-Term Tax-Exempt Bond ETF(VTEI) stock.

The initial trade took place in 2025Q1. And since then Integrity Wealth Solutions LLC has made 1 purchases of VTEI, at an average price of $99.51, for a total of 6,700.00 shares. Based on historical transaction data and VTEI's current price of $98.56, Integrity Wealth Solutions LLC's estimated gain on his VTEI holdings is $-6,365.00, reflecting a -0.95% gain to date.

Integrity Wealth Solutions LLC VTEI ($98.56) Holding Chart

Integrity Wealth Solutions LLC VTEI ($98.56) 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 %

Top Ranked Articles

  • 1