XML Financial, LLC VSDM Holdings History
XML Financial, LLC's Vanguard Short Duration Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, XML Financial, LLC held 132,987.00 shares of Vanguard Short Duration Tax-Exempt Bond ETF(VSDM), totaling $10.02 Mil. This investment constitutes 0.93% of their stock portfolio, and XML Financial, LLC now holds -% of the outstanding Vanguard Short Duration Tax-Exempt Bond ETF(VSDM) stock.
The initial trade took place in 2025Q1. And since then XML Financial, LLC has made 1 purchases of VSDM, at an average price of $75.23, for a total of 132,987.00 shares. Based on historical transaction data and VSDM's current price of $75.61, XML Financial, LLC's estimated gain on his VSDM holdings is $50,535.06, reflecting a 0.51% gain to date.
XML Financial, LLC VSDM ($75.61) Holding Chart
XML Financial, LLC VSDM ($75.61) 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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