Summit Place Financial Advisors’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	–	Sell	-7,625	Closed	-$378K	–	99
2025 Q1	$378K	Buy	+7,625	New	+$378K	0.21%	76
2023 Q3	–	Sell	-4,000	Closed	-$201K	–	92
2023 Q2	$201K	Hold	4,000	–	–	0.13%	90
2023 Q1	$203K	Buy	+4,000	New	+$203K	0.14%	92