Windsor Wealth Management, Inc. VTEB Holdings History
Windsor Wealth Management, Inc.'s Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 411,599.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $19.80 Mil. This investment constitutes 3.63% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.08% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2018Q2. And since then Windsor Wealth Management, Inc. has made 10 purchases of VTEB, at an average price of $50.16, for a total of 491,810.00 shares. In addition, there have been 3 sales at an average price of $49.30 for 80,211.00 shares. Based on historical transaction data and VTEB's current price of $48.51, Windsor Wealth Management, Inc.'s estimated gain on his VTEB holdings is $-747,424.60, reflecting a -3.03% gain to date.
Windsor Wealth Management, Inc. VTEB ($48.51) Holding Chart
Windsor Wealth Management, Inc. 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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