Joel Adams & Associates, Inc. VTEB Holdings History
Joel Adams & Associates, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 217,128.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $10.77 Mil. This investment constitutes 9.69% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.03 for 4,615.00 shares. Based on historical transaction data and VTEB's current price of $48.54, Joel Adams & Associates, Inc.'s estimated gain on his VTEB holdings is $-438,827.08, reflecting a -3.91% gain to date.
Joel Adams & Associates, Inc. VTEB ($48.54) Holding Chart
Joel Adams & Associates, Inc. VTEB ($48.54) 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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