Number of Shares
95,148.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-211,204.88
% of Total Estimate Gain
-2.53%

My Legacy Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, My Legacy Advisors, LLC held 95,148.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $4.66 Mil. This investment constitutes 1.66% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 6 purchases of VTEB, at an average price of $50.65, for a total of 164,782.00 shares. In addition, there have been 7 sales at an average price of $50.13 for 69,634.00 shares. Based on historical transaction data and VTEB's current price of $48.80, My Legacy Advisors, LLC's estimated gain on his VTEB holdings is $-211,204.88, reflecting a -2.53% gain to date.

My Legacy Advisors, LLC VTEB ($48.80) Holding Chart

My Legacy Advisors, LLC VTEB ($48.80) 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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