Summit Wealth Group’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
Q2 | $6.17M | Sell |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $7.72M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $41K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.67M | Sell |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $2.08M | Buy |
|