Waldron Private Wealth LLC VTEB Holdings History
Waldron Private Wealth LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 972,983.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $48.28 Mil. This investment constitutes 2.28% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.13% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2022Q2. And since then Waldron Private Wealth LLC has made 4 purchases of VTEB, at an average price of $50.07, for a total of 1.99 Mil shares. In addition, there have been 7 sales at an average price of $49.75 for 1.02 Mil shares. Based on historical transaction data and VTEB's current price of $48.51, Waldron Private Wealth LLC's estimated gain on his VTEB holdings is $-1.85 Mil, reflecting a -1.85% gain to date.
Waldron Private Wealth LLC VTEB ($48.51) Holding Chart
Waldron Private Wealth 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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