One Wealth Advisors, LLC VTEB Holdings History
One Wealth Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 549,496.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $27.27 Mil. This investment constitutes 4.07% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.08% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2023Q3. And since then One Wealth Advisors, LLC has made 5 purchases of VTEB, at an average price of $50.04, for a total of 944,680.00 shares. In addition, there have been 2 sales at an average price of $50.05 for 395,184.00 shares. Based on historical transaction data and VTEB's current price of $48.80, One Wealth Advisors, LLC's estimated gain on his VTEB holdings is $-679,061.12, reflecting a -1.44% gain to date.
One Wealth Advisors, LLC VTEB ($48.80) Holding Chart
One Wealth 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
