AWM
VCEB icon

Activest Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Activest Wealth Management’s Portfolio VCEB Stock Details VCEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$3.99K – 396
2023
Q2 		$3.99K Buy
+40
New +$2.48K ﹤0.01% 243

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Activest Wealth Management's VCEB Position: Q3 2023 in Review

Activest Wealth Management sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q3 2023, closing a stake of 40 shares — an estimated $3.99K sold.

Activest Wealth Management first reported a position in VCEB in Q2 2023 and held it in 1 quarter. The position peaked at $3.99K in Q2 2023. 61 funds tracked by Wall St. Rank hold VCEB as of Q3 2023.

  • Activest Wealth Management reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 40 Vanguard ESG US Corporate Bond ETF shares in Q3 2023, an estimated $3.99K.
  • Activest Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's Vanguard ESG US Corporate Bond ETF position peaked at $3.99K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.