Summit Place Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Summit Place Financial Advisors, LLC

  • $197 Million
  • Q3 2025

A detailed history of Summit Place Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 4,125 shares of VTEB stock, worth $207,363. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,125
Holding current value
$207,363
% of portfolio
0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$48.5 - $50.19 $200,062 - $207,033
4,125 New
4,125 $206,000
Q1 2025

Apr 28, 2025
BUY
$49.25 - $50.66 $375,531 - $386,282
7,625 New
7,625 $378,000
Q1 2023

Apr 28, 2023
BUY
$49.32 - $51.02 $197,280 - $204,080
4,000 New
4,000 $202,000

Others Institutions Holding VTEB

# of Institutions
1,375
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
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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