Trellis Advisors, LLC VTEB Holdings History
Trellis Advisors, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then Trellis Advisors, LLC has made 11 purchases of VTEB, at an average price of $50.45, for a total of 463,583.00 shares. In addition, there have been 2 sales at an average price of $48.95 for 463,583.00 shares. Based on historical transaction data and VTEB's current price of $48.64, Trellis Advisors, LLC's estimated gain on his VTEB holdings is $-695,216.87, reflecting a -2.97% gain to date.
Trellis Advisors, LLC VTEB ($48.64) Holding Chart
Trellis Advisors, LLC VTEB ($48.64) 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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