MB, LEVIS & ASSOCIATES, LLC VTEB Holdings History
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 % |
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