Baldrige Asset Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Baldrige Asset 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 Q1	$136K	Hold	2,162	–	–	0.06%	131
2022 Q4	$131K	Buy	2,162 +52	+2%	+$3.13K	0.06%	123
2022 Q3	$125K	Hold	2,110	–	–	0.06%	122
2022 Q2	$133K	Hold	2,110	–	–	0.06%	122
2022 Q1	$143K	Buy	2,110 +607	+40%	+$42.3K	0.06%	122
2021 Q4	$110K	Buy	1,503 +270	+22%	+$19.9K	0.04%	130
2021 Q3	$91K	Hold	1,233	–	–	0.04%	135
2021 Q2	$92K	Buy	+1,233	New	+$90.4K	0.04%	134

Other funds holding VCEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldrige Asset Management's VCEB Position: Q1 2023 in Review

Baldrige Asset Management held its Vanguard ESG US Corporate Bond ETF (VCEB) position steady in Q1 2023 at 2,162 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #131.

Baldrige Asset Management first reported a position in VCEB in Q2 2021 and has held it in 8 quarters since. The position peaked at $143K in Q1 2022. 59 funds tracked by Wall St. Rank hold VCEB as of Q1 2023.

Baldrige Asset Management held 2,162 shares of Vanguard ESG US Corporate Bond ETF worth $136K as of Q1 2023.
Baldrige Asset Management left its Vanguard ESG US Corporate Bond ETF share count unchanged in Q1 2023.
Vanguard ESG US Corporate Bond ETF made up 0.06% of Baldrige Asset Management's portfolio in Q1 2023, its #131 holding.
Baldrige Asset Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Vanguard ESG US Corporate Bond ETF position peaked at $143K in Q1 2022.
59 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.