Physician Wealth Solutions Inc. VTEB Holdings History
Physician Wealth Solutions Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 194,856.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $9.55 Mil. This investment constitutes 4.43% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 4 purchases of VTEB, at an average price of $49.66, for a total of 288,306.00 shares. In addition, there have been 2 sales at an average price of $48.99 for 93,450.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Physician Wealth Solutions Inc.'s estimated gain on his VTEB holdings is $-287,482.56, reflecting a -2.01% gain to date.
Physician Wealth Solutions Inc. VTEB ($48.51) Holding Chart
Physician Wealth Solutions 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
