Number of Shares
45,448.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
0.7%
Total Estimate Gain
$-68,086.46
% of Total Estimate Gain
-2.22%

Neumann Capital Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Neumann Capital Management, LLC held 45,448.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.23 Mil. This investment constitutes 0.7% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q3. And since then Neumann Capital Management, LLC has made 7 purchases of VTEB, at an average price of $49.74, for a total of 61,650.00 shares. In addition, there have been 3 sales at an average price of $48.96 for 16,202.00 shares. Based on historical transaction data and VTEB's current price of $48.52, Neumann Capital Management, LLC's estimated gain on his VTEB holdings is $-68,086.46, reflecting a -2.22% gain to date.

Neumann Capital Management, LLC VTEB ($48.52) Holding Chart

Neumann Capital Management, LLC VTEB ($48.52) 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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