Kathleen S. Wright Associates Inc. VTEB Holdings History
Kathleen S. Wright Associates Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 7,647.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $379,440.00. This investment constitutes 0.16% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q4. And since then Kathleen S. Wright Associates Inc. has made 4 purchases of VTEB, at an average price of $50.47, for a total of 14,649.00 shares. In addition, there have been 2 sales at an average price of $50.03 for 7,002.00 shares. Based on historical transaction data and VTEB's current price of $48.50, Kathleen S. Wright Associates Inc.'s estimated gain on his VTEB holdings is $-18,075.88, reflecting a -2.45% gain to date.
Kathleen S. Wright Associates Inc. VTEB ($48.50) Holding Chart
Kathleen S. Wright Associates Inc. VTEB ($48.50) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
