Wescott Financial Advisory Group, LLC VTES Holdings History
Wescott Financial Advisory Group, LLC's Vanguard Short-Term Tax Exempt Bond ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 647,297.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $65.06 Mil. This investment constitutes 6.74% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 8.56% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.
The initial trade took place in 2023Q2. And since then Wescott Financial Advisory Group, LLC has made 8 purchases of VTES, at an average price of $100.23, for a total of 647,297.00 shares. Based on historical transaction data and VTES's current price of $101.05, Wescott Financial Advisory Group, LLC's estimated gain on his VTES holdings is $530,678.60, reflecting a 0.82% gain to date.
Wescott Financial Advisory Group, LLC VTES ($101.05) Holding Chart
Wescott Financial Advisory Group, LLC VTES ($101.05) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
