Number of Shares
109,342.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
2.23%
Total Estimate Gain
$-117,404.54
% of Total Estimate Gain
-1.53%

One Degree Advisors Inc's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 109,342.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $5.43 Mil. This investment constitutes 2.23% of their stock portfolio, and One Degree Advisors Inc now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 3 purchases of VTEB, at an average price of $49.86, for a total of 154,335.00 shares. In addition, there have been 2 sales at an average price of $50.55 for 44,993.00 shares. Based on historical transaction data and VTEB's current price of $48.51, One Degree Advisors Inc's estimated gain on his VTEB holdings is $-117,404.54, reflecting a -1.53% gain to date.

One Degree Advisors Inc VTEB ($48.51) Holding Chart

One Degree Advisors 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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