Summit Wealth & Retirement Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Wealth & Retirement Planning’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
2023 Q4	–	Sell
2023 Q3	$4.96M	Sell
2023 Q2	$5.67M	Sell
2023 Q1	$6.52M	Sell
2022 Q4	$7.01M	Buy
2022 Q3	$2.48M	Sell
2022 Q2	$5.87M	Buy
2022 Q1	$5.17M	Buy