Summit Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Summit Asset Management, LLC

  • $844 Million
  • Q2 2024

A detailed history of Summit Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Asset Management, LLC holds 5,155 shares of VTEB stock, worth $263,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,155
Previous 5,555 7.2%
Holding current value
$263,472
Previous $281,000 8.19%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$49.55 - $50.44 $19,820 - $20,176
-400 Reduced 7.2%
5,155 $258,000
Q3 2022

Nov 07, 2022
BUY
$48.11 - $51.14 $47,869 - $50,884
995 Added 21.82%
5,555 $267,000
Q1 2022

May 09, 2022
SELL
$51.44 - $54.88 $257,457 - $274,674
-5,005 Reduced 52.33%
4,560 $235,000
Q4 2021

Feb 11, 2022
BUY
$54.5 - $55.03 $521,292 - $526,361
9,565 New
9,565 $525,000

Others Institutions Holding VTEB

# of Institutions
1,142
Shares Held
493M
Call Options Held
21.1K
Put Options Held
21.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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