Summit Wealth Group, LLC VTEB Holdings History
Summit Wealth Group, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 222,180.00 shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $11.03 Mil. This investment constitutes 3.22% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.03% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 8 purchases of VTEB, at an average price of $49.78, for a total of 2.33 Mil shares. In addition, there have been 4 sales at an average price of $50.13 for 2.11 Mil shares. Based on historical transaction data and VTEB's current price of $48.60, Summit Wealth Group, LLC's estimated gain on his VTEB holdings is $478,268.95, reflecting a 0.41% gain to date.
Summit Wealth Group, LLC VTEB ($48.60) Holding Chart
Summit Wealth Group, LLC VTEB ($48.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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