Summit Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
171,657
+18,921
| +12% | +$928K | 0.19% | 95 |
|
|
2025
Q1 | $7.58M | Sell |
152,736
-123,099
| -45% | -$6.11M | 0.21% | 91 |
|
|
2024
Q4 | $13.8M | Buy |
275,835
+19,529
| +8% | +$979K | 0.48% | 32 |
|
|
2024
Q3 | $13.1M | Buy |
256,306
+114,011
| +80% | +$5.83M | 0.51% | 33 |
|
|
2024
Q2 | $7.13M | Buy |
142,295
+113,750
| +398% | +$5.7M | 0.33% | 50 |
|
|
2024
Q1 | $1.44M | Sell |
28,545
-28,754
| -50% | -$1.45M | 0.09% | 139 |
|
|
2023
Q4 | $2.93M | Buy |
57,299
+44,234
| +339% | +$2.26M | 0.19% | 73 |
|
|
2023
Q3 | $628K | Sell |
13,065
-243
| -2% | -$11.7K | 0.05% | 213 |
|
|
2023
Q2 | $668K | Sell |
13,308
-29,065
| -69% | -$1.46M | 0.05% | 194 |
|
|
2023
Q1 | $2.15M | Sell |
42,373
-34,902
| -45% | -$1.77M | 0.19% | 61 |
|
|
2022
Q4 | $3.82M | Buy |
77,275
+66,511
| +618% | +$3.29M | 0.36% | 29 |
|
|
2022
Q3 | $518K | Buy |
10,764
+4,244
| +65% | +$204K | 0.05% | 165 |
|
|
2022
Q2 | $325K | Sell |
6,520
-42,352
| -87% | -$2.11M | 0.03% | 191 |
|
|
2022
Q1 | $2.52M | Buy |
+48,872
| New | +$2.52M | 0.2% | 53 |
|