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

Annapolis Financial Services’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
Q1 		– Sell
-12,194
Closed -$773K – 465
2023
Q4 		$773K Buy
12,194
+11,532
+1,742% +$697K 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% -$663K 0.01% 191
2022
Q3 		$689K Hold
11,608
– – 0.25% 66
2022
Q2 		$731K Buy
11,608
+10,994
+1,791% +$706K 0.27% 60
2022
Q1 		$42K Sell
614
-15,796
-96% -$1.1M 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 +$1.19M 0.41% 48

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Annapolis Financial Services's VCEB Position: Q1 2024 in Review

Annapolis Financial Services sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2024, closing a stake of 12,194 shares — an estimated $773K sold.

Annapolis Financial Services first reported a position in VCEB in Q2 2021 and held it in 11 quarters. The position peaked at $1.21M in Q2 2021. 69 funds tracked by Wall St. Rank hold VCEB as of Q1 2024.

  • Annapolis Financial Services reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 12,194 Vanguard ESG US Corporate Bond ETF shares in Q1 2024, an estimated $773K.
  • Annapolis Financial Services first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
  • Annapolis Financial Services's Vanguard ESG US Corporate Bond ETF position peaked at $1.21M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.