Tilson Financial Group, Inc. VTEB Holdings History
Tilson Financial Group, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Tilson Financial Group, Inc. held 230,640.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $11.44 Mil. This investment constitutes 4.53% of their stock portfolio, and Tilson Financial Group, Inc. now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 7 purchases of VTEB, at an average price of $50.02, for a total of 405,366.00 shares. In addition, there have been 2 sales at an average price of $50.03 for 174,726.00 shares. Based on historical transaction data and VTEB's current price of $48.95, Tilson Financial Group, Inc.'s estimated gain on his VTEB holdings is $-246,208.51, reflecting a -1.21% gain to date.
Tilson Financial Group, Inc. VTEB ($48.95) Holding Chart
Tilson Financial Group, Inc. 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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