Number of Shares
75,869.00
Current Holdings Value*
$3.72 Mil
% of Portfolio
2.57%
Total Estimate Gain
$-55,108.17
% of Total Estimate Gain
-1.45%

Vannoy Advisory Group, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary

As of 2025-06-30, Vannoy Advisory Group, Inc. held 75,869.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $3.72 Mil. This investment constitutes 2.57% of their stock portfolio, and Vannoy Advisory Group, Inc. now holds 0.01% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.

The initial trade took place in 2023Q4. And since then Vannoy Advisory Group, Inc. has made 4 purchases of VTEB, at an average price of $49.23, for a total of 77,069.00 shares. In addition, there have been 2 sales at an average price of $48.90 for 1,200.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Vannoy Advisory Group, Inc.'s estimated gain on his VTEB holdings is $-55,108.17, reflecting a -1.45% gain to date.

Vannoy Advisory Group, Inc. VTEB ($48.51) Holding Chart

Vannoy Advisory Group, Inc. VTEB ($48.51) 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 %

Top Ranked Articles

  • 1