Ratio Wealth Group VTEB Holdings History

Number of Shares
68,860.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
0.65%
Total Estimate Gain
$-141,163.00
% of Total Estimate Gain
-4.04%

Ratio Wealth Group's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2024-03-31, Ratio Wealth Group held 68,860.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.48 Mil. This investment constitutes 0.65% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q1. And since then Ratio Wealth Group has made 1 purchases of VTEB, at an average price of $50.69, for a total of 68,860.00 shares. Based on historical transaction data and VTEB's current price of $48.64, Ratio Wealth Group's estimated gain on his VTEB holdings is $-141,163.00, reflecting a -4.04% gain to date.

Ratio Wealth Group VTEB ($48.64) Holding Chart

Ratio Wealth Group VTEB ($48.64) 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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