Journey Beyond Wealth, LLC VTEB Holdings History
Journey Beyond Wealth, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Journey Beyond Wealth, LLC held 29,592.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.47 Mil. This investment constitutes 1.37% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% 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 5,289.00 shares. Based on historical transaction data and VTEB's current price of $48.82, Journey Beyond Wealth, LLC's estimated gain on his VTEB holdings is $-53,944.44, reflecting a -3.06% gain to date.
Journey Beyond Wealth, LLC VTEB ($48.82) Holding Chart
Journey Beyond Wealth, LLC VTEB ($48.82) 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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