Number of Shares
159,380.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
3.89%
Total Estimate Gain
$-221,776.88
% of Total Estimate Gain
-2.56%

TAGStone Capital, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, TAGStone Capital, Inc. held 159,380.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $7.91 Mil. This investment constitutes 3.89% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q2. And since then TAGStone Capital, Inc. has made 7 purchases of VTEB, at an average price of $49.91, for a total of 173,852.00 shares. In addition, there have been 5 sales at an average price of $49.97 for 14,472.00 shares. Based on historical transaction data and VTEB's current price of $48.51, TAGStone Capital, Inc.'s estimated gain on his VTEB holdings is $-221,776.88, reflecting a -2.56% gain to date.

TAGStone Capital, Inc. VTEB ($48.51) Holding Chart

TAGStone Capital, Inc. 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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