Summit Wealth Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Wealth Group, LLC holds 149,876 shares of VTEB stock, worth $7.53 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
149,876
Previous 125,867 19.07%
Holding current value
$7.53 Million
Previous $6.17 Million 21.6%
% of portfolio
1.89%
Previous 1.58%

Shares

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

Oct 23, 2025
BUY
$48.5 - $50.19 $1.16 Million - $1.21 Million
24,009 Added 19.07%
149,876 $7.5 Million
Q2 2025

Aug 06, 2025
SELL
$48.13 - $49.85 $4.64 Million - $4.8 Million
-96,313 Reduced 43.35%
125,867 $6.17 Million
Q1 2025

May 02, 2025
BUY
$49.25 - $50.66 $3.35 Million - $3.45 Million
68,096 Added 44.19%
222,180 $11 Million
Q4 2024

Feb 04, 2025
BUY
$49.79 - $51.14 $3.65 Million - $3.75 Million
73,254 Added 90.63%
154,084 $7.72 Million
Q3 2024

Nov 08, 2024
BUY
$49.93 - $51.15 $771,168 - $790,011
15,445 Added 23.62%
80,830 $4.13 Million
Q2 2024

Jul 31, 2024
BUY
$49.55 - $50.44 $3.24 Million - $3.3 Million
65,385 New
65,385 $3.28 Million
Q2 2023

Jul 26, 2023
SELL
$49.5 - $51.06 $99.5 Million - $103 Million
-2,009,181 Reduced 97.65%
48,375 $2.43 Million
Q1 2023

May 10, 2023
BUY
$49.32 - $51.02 $101 Million - $105 Million
2,057,556 New
2,057,556 $41,000
Q1 2021

May 11, 2021
SELL
$54.36 - $55.51 $2.63 Million - $2.68 Million
-48,358 Closed
0 $0
Q4 2020

Feb 11, 2021
SELL
$54.06 - $55.19 $358,201 - $365,688
-6,626 Reduced 12.05%
48,358 $2.67 Million
Q3 2020

Nov 06, 2020
BUY
$54.07 - $55.05 $243,260 - $247,669
4,499 Added 8.91%
54,984 $2.99 Million
Q2 2020

Aug 06, 2020
BUY
$51.64 - $54.14 $445,704 - $467,282
8,631 Added 20.62%
50,485 $2.73 Million
Q1 2020

May 12, 2020
BUY
$45.81 - $55.19 $134,314 - $161,817
2,932 Added 7.53%
41,854 $2.21 Million
Q4 2019

Feb 10, 2020
BUY
$53.19 - $53.86 $2.07 Million - $2.1 Million
38,922 New
38,922 $2.08 Million

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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