McKinley Carter Wealth Services, Inc. VTEB Holdings History
McKinley Carter Wealth Services, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 36,189.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.80 Mil. This investment constitutes 0.11% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2021Q2. And since then McKinley Carter Wealth Services, Inc. has made 12 purchases of VTEB, at an average price of $52.72, for a total of 893,708.00 shares. In addition, there have been 4 sales at an average price of $49.99 for 857,519.00 shares. Based on historical transaction data and VTEB's current price of $48.60, McKinley Carter Wealth Services, Inc.'s estimated gain on his VTEB holdings is $-2.48 Mil, reflecting a -5.27% gain to date.
McKinley Carter Wealth Services, Inc. VTEB ($48.60) Holding Chart
McKinley Carter Wealth Services, Inc. VTEB ($48.60) 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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