Summit Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
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|
2025
Q1 | $7.58M | Sell |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $2.52M | Buy |
|