Vishria Bird Financial Group, LLC VTEB Holdings History
Vishria Bird Financial Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Vishria Bird Financial Group, LLC held 135,312.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $6.63 Mil. This investment constitutes 2.21% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q4. And since then Vishria Bird Financial Group, LLC has made 2 purchases of VTEB, at an average price of $48.70, for a total of 152,599.00 shares. In addition, there have been 8 sales at an average price of $49.70 for 17,287.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Vishria Bird Financial Group, LLC's estimated gain on his VTEB holdings is $-8,991.89, reflecting a -0.12% gain to date.
Vishria Bird Financial Group, LLC VTEB ($48.51) Holding Chart
Vishria Bird Financial Group, LLC 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 % | |||
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