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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