Topsail Wealth Management, LLC VTEB Holdings History
Topsail Wealth Management, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 1.28 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $63.54 Mil. This investment constitutes 12.92% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0.17% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.03 for 10,463.00 shares. Based on historical transaction data and VTEB's current price of $48.50, Topsail Wealth Management, LLC's estimated gain on his VTEB holdings is $-2.63 Mil, reflecting a -4.03% gain to date.
Topsail Wealth Management, LLC VTEB ($48.50) Holding Chart
Topsail Wealth Management, LLC VTEB ($48.50) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
