RWA WEALTH PARTNERS, LLC VTEB Holdings History
RWA WEALTH PARTNERS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 3.43 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $170.34 Mil. This investment constitutes 2.15% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.47% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q4. And since then RWA WEALTH PARTNERS, LLC has made 23 purchases of VTEB, at an average price of $49.95, for a total of 7.89 Mil shares. In addition, there have been 3 sales at an average price of $49.10 for 4.46 Mil shares. Based on historical transaction data and VTEB's current price of $48.80, RWA WEALTH PARTNERS, LLC's estimated gain on his VTEB holdings is $-7.73 Mil, reflecting a -1.96% gain to date.
RWA WEALTH PARTNERS, LLC VTEB ($48.80) Holding Chart
RWA WEALTH PARTNERS, LLC VTEB ($48.80) 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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