SWG
Summit Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
125,867
-96,313
| -43% | -$4.72M | 1.58% | 19 |
|
|
2025
Q1 | $11M | Buy |
222,180
+68,096
| +44% | +$3.38M | 3.22% | 9 |
|
|
2024
Q4 | $7.72M | Buy |
154,084
+73,254
| +91% | +$3.67M | 2.24% | 13 |
|
|
2024
Q3 | $4.13M | Buy |
80,830
+15,445
| +24% | +$790K | 1.19% | 23 |
|
|
2024
Q2 | $3.28M | Buy |
+65,385
| New | +$3.28M | 0.98% | 24 |
|
|
2023
Q3 | – | Sell |
-48,375
| Closed | -$2.43M | – | 76 |
|
|
2023
Q2 | $2.43M | Sell |
48,375
-2,009,181
| -98% | -$101M | 0.98% | 18 |
|
|
2023
Q1 | $41K | Buy |
+2,057,556
| New | +$41K | 0.98% | 20 |
|
|
2021
Q1 | – | Sell |
-48,358
| Closed | -$2.67M | – | 217 |
|
|
2020
Q4 | $2.67M | Sell |
48,358
-6,626
| -12% | -$366K | 1.67% | 18 |
|
|
2020
Q3 | $2.99M | Buy |
54,984
+4,499
| +9% | +$245K | 2.6% | 13 |
|
|
2020
Q2 | $2.73M | Buy |
50,485
+8,631
| +21% | +$467K | 2.5% | 13 |
|
|
2020
Q1 | $2.21M | Buy |
41,854
+2,932
| +8% | +$155K | 2.24% | 12 |
|
|
2019
Q4 | $2.08M | Buy |
+38,922
| New | +$2.08M | 1.97% | 12 |
|