WEBSTERROGERS FINANCIAL ADVISORS, LLC VTEB Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 149,146.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $7.31 Mil. This investment constitutes 2.32% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 13 purchases of VTEB, at an average price of $52.34, for a total of 231,811.00 shares. In addition, there have been 5 sales at an average price of $52.53 for 82,665.00 shares. Based on historical transaction data and VTEB's current price of $48.51, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VTEB holdings is $-555,343.37, reflecting a -4.58% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VTEB ($48.51) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, 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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