Trinity Financial Advisors LLC VTEB Holdings History
Trinity Financial Advisors LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 195,385.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $9.58 Mil. This investment constitutes 2.93% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 14 purchases of VTEB, at an average price of $51.81, for a total of 326,337.00 shares. In addition, there have been 2 sales at an average price of $50.04 for 130,952.00 shares. Based on historical transaction data and VTEB's current price of $48.50, Trinity Financial Advisors LLC's estimated gain on his VTEB holdings is $-877,755.85, reflecting a -5.19% gain to date.
Trinity Financial Advisors LLC VTEB ($48.50) Holding Chart
Trinity Financial Advisors 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 % | |||
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