Summit Place Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Place Financial Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$207K	Buy
2025 Q2	–	Sell
2025 Q1	$378K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Hold
2023 Q1	$203K	Buy