JFS WEALTH ADVISORS, LLC VTEB Holdings History
JFS WEALTH ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 797,763.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $39.58 Mil. This investment constitutes 2.68% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.11% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2021Q2. And since then JFS WEALTH ADVISORS, LLC has made 12 purchases of VTEB, at an average price of $50.65, for a total of 894,571.00 shares. In addition, there have been 4 sales at an average price of $49.03 for 96,808.00 shares. Based on historical transaction data and VTEB's current price of $48.71, JFS WEALTH ADVISORS, LLC's estimated gain on his VTEB holdings is $-1.71 Mil, reflecting a -3.77% gain to date.
JFS WEALTH ADVISORS, LLC VTEB ($48.71) Holding Chart
JFS WEALTH ADVISORS, LLC VTEB ($48.71) 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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