Mason & Associates, LLC VTEB Holdings History
Mason & Associates, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 108,353.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $5.38 Mil. This investment constitutes 1.55% of their stock portfolio, and Mason & Associates, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 1 purchases of VTEB, at an average price of $50.04, for a total of 184,647.00 shares. In addition, there have been 3 sales at an average price of $50.37 for 76,294.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Mason & Associates, LLC's estimated gain on his VTEB holdings is $-140,589.18, reflecting a -1.52% gain to date.
Mason & Associates, LLC VTEB ($48.51) Holding Chart
Mason & 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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