TAGStone Capital, Inc. VTES Holdings History
Number of Shares
25,576.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.26%
Total Estimate Gain
$12,915.88
% of Total Estimate Gain
0.50%
TAGStone Capital, Inc.'s Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-03-31, TAGStone Capital, Inc. held 25,576.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $2.57 Mil. This investment constitutes 1.26% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.34% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2025Q1. And since then TAGStone Capital, Inc. has made 1 purchases of VTES, at an average price of $100.59, for a total of 25,576.00 shares. Based on historical transaction data and VTES's current price of $101.10, TAGStone Capital, Inc.'s estimated gain on his VTES holdings is $12,915.88, reflecting a 0.50% gain to date.
TAGStone Capital, Inc. VTES ($101.10) Holding Chart
TAGStone Capital, Inc. VTES ($101.10) 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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