Number of Shares
62,645.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-121,805.87
% of Total Estimate Gain
-3.72%

VERUS WEALTH MANAGEMENT, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 62,645.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.11 Mil. This investment constitutes 3.41% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.01% 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 2,058.00 shares. Based on historical transaction data and VTEB's current price of $48.62, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his VTEB holdings is $-121,805.87, reflecting a -3.72% gain to date.

VERUS WEALTH MANAGEMENT, LLC VTEB ($48.62) Holding Chart

VERUS WEALTH MANAGEMENT, LLC VTEB ($48.62) 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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