Number of Shares
300,744.00
Current Holdings Value*
$14.92 Mil
% of Portfolio
6.93%
Total Estimate Gain
$-457,130.88
% of Total Estimate Gain
-3.04%

MB, LEVIS & ASSOCIATES, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 300,744.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $14.92 Mil. This investment constitutes 6.93% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.04% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VTEB's current price of $48.51, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his VTEB holdings is $-457,130.88, reflecting a -3.04% gain to date.

MB, LEVIS & ASSOCIATES, LLC VTEB ($48.51) Holding Chart

MB, LEVIS & ASSOCIATES, 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 %

Top Ranked Articles

  • 1