Number of Shares
11,851.00
Current Holdings Value*
$588,000.00
% of Portfolio
0.05%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
1.82%

Koss-Olinger Consulting, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Koss-Olinger Consulting, LLC held 11,851.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $588,000.00. This investment constitutes 0.05% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q2. And since then Koss-Olinger Consulting, LLC has made 4 purchases of VTEB, at an average price of $49.46, for a total of 1.50 Mil shares. In addition, there have been 6 sales at an average price of $50.38 for 1.48 Mil shares. Based on historical transaction data and VTEB's current price of $48.51, Koss-Olinger Consulting, LLC's estimated gain on his VTEB holdings is $1.34 Mil, reflecting a 1.82% gain to date.

Koss-Olinger Consulting, LLC VTEB ($48.51) Holding Chart

Koss-Olinger Consulting, LLC VTEB ($48.51) 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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