WEALTHFRONT INC VTEB Holdings History
Number of Shares
11.58 Mil
Current Holdings Value*
$584.76 Mil
% of Portfolio
5.65%
Total Estimate Gain
$-21.12 Mil
% of Total Estimate Gain
-3.59%
WEALTHFRONT INC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2018-09-30, WEALTHFRONT INC held 11.58 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $584.76 Mil. This investment constitutes 5.65% of their stock portfolio, and WEALTHFRONT INC now holds 3.98% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then WEALTHFRONT INC has made 2 purchases of VTEB, at an average price of $50.77, for a total of 11.58 Mil shares. Based on historical transaction data and VTEB's current price of $48.95, WEALTHFRONT INC's estimated gain on his VTEB holdings is $-21.12 Mil, reflecting a -3.59% gain to date.
WEALTHFRONT INC VTEB ($48.95) Holding Chart
WEALTHFRONT INC VTEB ($48.95) 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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