Number of Shares
24,510.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.38%
Total Estimate Gain
$-7,167.50
% of Total Estimate Gain
-0.43%

Seaside Wealth Management, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Seaside Wealth Management, Inc. held 24,510.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $1.20 Mil. This investment constitutes 0.38% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q2. And since then Seaside Wealth Management, Inc. has made 2 purchases of VTEB, at an average price of $49.18, for a total of 33,536.00 shares. In addition, there have been 2 sales at an average price of $50.11 for 9,026.00 shares. Based on historical transaction data and VTEB's current price of $48.54, Seaside Wealth Management, Inc.'s estimated gain on his VTEB holdings is $-7,167.50, reflecting a -0.43% gain to date.

Seaside Wealth Management, Inc. VTEB ($48.54) Holding Chart

Seaside Wealth Management, Inc. 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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