Prestige Wealth Management Group LLC VTEB Holdings History
Prestige Wealth Management Group LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 24,172.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.20 Mil. This investment constitutes 0.26% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 14 purchases of VTEB, at an average price of $50.27, for a total of 82,262.00 shares. In addition, there have been 6 sales at an average price of $50.20 for 58,090.00 shares. Based on historical transaction data and VTEB's current price of $48.54, Prestige Wealth Management Group LLC's estimated gain on his VTEB holdings is $-45,751.52, reflecting a -1.11% gain to date.
Prestige Wealth Management Group LLC VTEB ($48.54) Holding Chart
Prestige Wealth Management Group 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 % | |||
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