Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$8,684.74
% of Total Estimate Gain
1.13%

Towerpoint Wealth, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Towerpoint Wealth, LLC held - shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2022Q4. And since then Towerpoint Wealth, LLC has made 1 purchases of VTEB, at an average price of $48.58, for a total of 15,832.00 shares. In addition, there have been 3 sales at an average price of $49.13 for 15,832.00 shares. Based on historical transaction data and VTEB's current price of $48.72, Towerpoint Wealth, LLC's estimated gain on his VTEB holdings is $8,684.74, reflecting a 1.13% gain to date.

Towerpoint Wealth, LLC VTEB ($48.72) Holding Chart

Towerpoint Wealth, LLC VTEB ($48.72) 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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