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Advisornet Financial’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-614
Closed -$39.8K – 2268
2024
Q3 		$39.8K Hold
614
– – ﹤0.01% 973
2024
Q2 		$38.1K Hold
614
– – ﹤0.01% 904
2024
Q1 		$38.5K Hold
614
– – ﹤0.01% 882
2023
Q4 		$38.9K Sell
614
-1,102
-64% -$66.6K ﹤0.01% 882
2023
Q3 		$102K Hold
1,716
– – 0.01% 608
2023
Q2 		$106K Hold
1,716
– – 0.01% 639
2023
Q1 		$108K Buy
1,716
+614
+56% +$38.1K 0.01% 605
2022
Q4 		$66.9K Hold
1,102
– – 0.01% 722
2022
Q3 		$65K Hold
1,102
– – 0.01% 780
2022
Q2 		$69K Hold
1,102
– – 0.01% 785
2022
Q1 		$75K Buy
+1,102
New +$76.9K ﹤0.01% 834

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Advisornet Financial's VCEB Position: Q4 2024 in Review

Advisornet Financial sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q4 2024, closing a stake of 614 shares — an estimated $39.8K sold.

Advisornet Financial first reported a position in VCEB in Q1 2022 and held it in 11 quarters. The position peaked at $108K in Q1 2023. 91 funds tracked by Wall St. Rank hold VCEB as of Q4 2024.

  • Advisornet Financial reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 614 Vanguard ESG US Corporate Bond ETF shares in Q4 2024, an estimated $39.8K.
  • Advisornet Financial first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Advisornet Financial's Vanguard ESG US Corporate Bond ETF position peaked at $108K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.