Number of Shares
112,333.00
Current Holdings Value*
$5.57 Mil
% of Portfolio
4.72%
Total Estimate Gain
$-37,176.70
% of Total Estimate Gain
-0.60%

STAGE HARBOR FINANCIAL, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 112,333.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $5.57 Mil. This investment constitutes 4.72% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $50.54 for 14,034.00 shares. Based on historical transaction data and VTEB's current price of $48.51, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VTEB holdings is $-37,176.70, reflecting a -0.60% gain to date.

STAGE HARBOR FINANCIAL, LLC VTEB ($48.51) Holding Chart

STAGE HARBOR FINANCIAL, LLC VTEB ($48.51) 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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