Number of Shares
79,631.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-191,087.54
% of Total Estimate Gain
-2.35%

Newman Dignan & Sheerar, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 79,631.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.90 Mil. This investment constitutes 0.9% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q4. And since then Newman Dignan & Sheerar, Inc. has made 10 purchases of VTEB, at an average price of $49.86, for a total of 163,222.00 shares. In addition, there have been 1 sales at an average price of $48.86 for 83,591.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Newman Dignan & Sheerar, Inc.'s estimated gain on his VTEB holdings is $-191,087.54, reflecting a -2.35% gain to date.

Newman Dignan & Sheerar, Inc. VTEB ($48.51) Holding Chart

Newman Dignan & Sheerar, Inc. 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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