Summit Trail Advisors’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
Q3
Sell
2025
Q2
$700K Buy
2022
Q2
Sell
2022
Q1
$518K Buy
2021
Q4
$548K Buy