Number of Shares
50,710.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
1.35%
Total Estimate Gain
$-109,004.82
% of Total Estimate Gain
-3.93%

Pacific Point Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Pacific Point Advisors, LLC held 50,710.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.49 Mil. This investment constitutes 1.35% of their stock portfolio, and Pacific Point Advisors, LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $48.86 for 4,188.00 shares. Based on historical transaction data and VTEB's current price of $48.54, Pacific Point Advisors, LLC's estimated gain on his VTEB holdings is $-109,004.82, reflecting a -3.93% gain to date.

Pacific Point Advisors, LLC VTEB ($48.54) Holding Chart

Pacific Point Advisors, LLC VTEB ($48.54) 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