Leonard Rickey Investment Advisors P.L.L.C. VTEB Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 238,162.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $11.55 Mil. This investment constitutes 2.49% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 12 purchases of VTEB, at an average price of $51.80, for a total of 708,248.00 shares. In addition, there have been 16 sales at an average price of $50.07 for 470,086.00 shares. Based on historical transaction data and VTEB's current price of $48.95, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his VTEB holdings is $-1.49 Mil, reflecting a -4.06% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. VTEB ($48.95) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. VTEB ($48.95) 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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