Number of Shares
247,790.00
Current Holdings Value*
$12.15 Mil
% of Portfolio
3.08%
Total Estimate Gain
$-463,183.52
% of Total Estimate Gain
-3.55%

Stewardship Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Stewardship Advisors, LLC held 247,790.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $12.15 Mil. This investment constitutes 3.08% of their stock portfolio, and Stewardship Advisors, LLC now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2024Q1. And since then Stewardship Advisors, LLC has made 5 purchases of VTEB, at an average price of $50.48, for a total of 258,646.00 shares. In addition, there have been 1 sales at an average price of $50.68 for 10,856.00 shares. Based on historical transaction data and VTEB's current price of $48.60, Stewardship Advisors, LLC's estimated gain on his VTEB holdings is $-463,183.52, reflecting a -3.55% gain to date.

Stewardship Advisors, LLC VTEB ($48.60) Holding Chart

Stewardship Advisors, LLC VTEB ($48.60) 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 %

Top Ranked Articles

  • 1