Number of Shares
47,250.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
2.33%
Total Estimate Gain
$-119,225.21
% of Total Estimate Gain
-3.65%

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

As of 2025-06-30, VERUS WEALTH MANAGEMENT, LLC held 47,250.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $2.32 Mil. This investment constitutes 2.33% 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 2 sales at an average price of $49.00 for 17,453.00 shares. Based on historical transaction data and VTEB's current price of $48.60, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his VTEB holdings is $-119,225.21, reflecting a -3.65% gain to date.

VERUS WEALTH MANAGEMENT, LLC VTEB ($48.60) Holding Chart

VERUS WEALTH MANAGEMENT, LLC VTEB ($48.60) 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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