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

Summit Wealth Group, LLC

$345 Million
Q4 2024

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 154,084 shares of VTEB stock, worth $7.74 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

154,084

Previous 80,830 90.63%

Holding current value

$7.74 Million

Previous $4.13 Million 86.93%

% of portfolio

2.24%

Previous 1.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

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