Number of Shares
74,206.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
3.65%
Total Estimate Gain
$-117,661.00
% of Total Estimate Gain
-3.14%

Shade Tree Advisors LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Shade Tree Advisors LLC held 74,206.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.68 Mil. This investment constitutes 3.65% of their stock portfolio, and Shade Tree Advisors LLC now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q4. And since then Shade Tree Advisors LLC has made 1 purchases of VTEB, at an average price of $50.54, for a total of 74,206.00 shares. Based on historical transaction data and VTEB's current price of $48.95, Shade Tree Advisors LLC's estimated gain on his VTEB holdings is $-117,661.00, reflecting a -3.14% gain to date.

Shade Tree Advisors LLC VTEB ($48.95) Holding Chart

Shade Tree Advisors LLC VTEB ($48.95) 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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