Summit Trail 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
$700K Buy
+14,276
New +$700K 0.01% 599
2022
Q2
Sell
-10,048
Closed -$518K 418
2022
Q1
$518K Buy
10,048
+67
+0.7% +$3.45K 0.04% 166
2021
Q4
$548K Buy
+9,981
New +$548K 0.04% 169