Physician Wealth Solutions Inc. VTES Holdings History
Physician Wealth Solutions Inc.'s Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 8,130.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $820,560.00. This investment constitutes 0.38% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.08% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2025Q2. And since then Physician Wealth Solutions Inc. has made 1 purchases of VTES, at an average price of $100.18, for a total of 8,130.00 shares. Based on historical transaction data and VTES's current price of $101.10, Physician Wealth Solutions Inc.'s estimated gain on his VTES holdings is $7,438.95, reflecting a 0.91% gain to date.
Physician Wealth Solutions Inc. VTES ($101.10) Holding Chart
Physician Wealth Solutions Inc. VTES ($101.10) 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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