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 2025-06-30, Leonard Rickey Investment Advisors P.L.L.C. held 148,787.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $7.30 Mil. This investment constitutes 1.46% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.02% 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 17 sales at an average price of $49.88 for 559,461.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his VTEB holdings is $-1.56 Mil, reflecting a -4.27% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. VTEB ($48.51) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. 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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