Gleason Group, Inc. VTES Holdings History

Number of Shares
47,468.00
Current Holdings Value*
$4.77 Mil
% of Portfolio
0.86%
Total Estimate Gain
$-37,921.96
% of Total Estimate Gain
-0.79%

Gleason Group, Inc.'s Vanguard Short-Term Tax Exempt Bond ETF Holding Summary

As of 2025-03-31, Gleason Group, Inc. held 47,468.00 shares of Vanguard Short-Term Tax Exempt Bond ETF(VTES), totaling $4.77 Mil. This investment constitutes 0.86% of their stock portfolio, and Gleason Group, Inc. now holds 0.66% of the outstanding Vanguard Short-Term Tax Exempt Bond ETF(VTES) stock.

The initial trade took place in 2024Q4. And since then Gleason Group, Inc. has made 2 purchases of VTES, at an average price of $100.62, for a total of 47,468.00 shares. Based on historical transaction data and VTES's current price of $99.82, Gleason Group, Inc.'s estimated gain on his VTES holdings is $-37,921.96, reflecting a -0.79% gain to date.

Gleason Group, Inc. VTES ($99.82) Holding Chart

Gleason Group, Inc. VTES ($99.82) 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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