Number of Shares
36,300.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
13.38%
Total Estimate Gain
$-48,279.00
% of Total Estimate Gain
-1.33%

Symmetry Panoramic Municipal Fixed Income Fund's Vanguard Intermediate-Term Tax-Exempt Bond ETF Holding Summary

As of 2025-02-28, Symmetry Panoramic Trust held 36,300.00 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF(VTEI), totaling $3.65 Mil. This investment constitutes 13.38% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.67% of the outstanding Vanguard Intermediate-Term Tax-Exempt Bond ETF(VTEI) stock.

The initial trade took place in 2025Q1. And since then Symmetry Panoramic Municipal Fixed Income Fund has made 1 purchases of VTEI, at an average price of $99.75, for a total of 36,300.00 shares. Based on historical transaction data and VTEI's current price of $98.42, Symmetry Panoramic Municipal Fixed Income Fund's estimated gain on his VTEI holdings is $-48,279.00, reflecting a -1.33% gain to date.

Symmetry Panoramic Municipal Fixed Income Fund VTEI ($98.42) Holding Chart

Symmetry Panoramic Municipal Fixed Income Fund VTEI ($98.42) 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