AFS
Annapolis Financial Services’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,194
| Closed | -$773K | – | 465 |
|
|
2023
Q4 | $773K | Buy |
12,194
+11,532
| +1,742% | +$731K | 0.19% | 74 |
|
|
2023
Q3 | $39.3K | Hold |
662
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $41K | Buy |
662
+48
| +8% | +$2.98K | 0.01% | 198 |
|
|
2023
Q1 | $38.5K | Hold |
614
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $37.3K | Sell |
614
-10,994
| -95% | -$667K | 0.01% | 191 |
|
|
2022
Q3 | $689K | Hold |
11,608
| – | – | 0.25% | 66 |
|
|
2022
Q2 | $731K | Buy |
11,608
+10,994
| +1,791% | +$692K | 0.27% | 60 |
|
|
2022
Q1 | $42K | Sell |
614
-15,796
| -96% | -$1.08M | 0.01% | 197 |
|
|
2021
Q4 | $1.21M | Buy |
16,410
+177
| +1% | +$13K | 0.37% | 53 |
|
|
2021
Q3 | $1.2M | Hold |
16,233
| – | – | 0.4% | 52 |
|
|
2021
Q2 | $1.21M | Buy |
+16,233
| New | +$1.21M | 0.41% | 48 |
|