Bartlett & Co Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
10,685
+643
| +6% | +$40.8K | 0.01% | 297 |
|
|
2025
Q1 | $632K | Buy |
10,042
+745
| +8% | +$46.9K | 0.01% | 298 |
|
|
2024
Q4 | $576K | Buy |
9,297
+3,513
| +61% | +$218K | 0.01% | 310 |
|
|
2024
Q3 | $375K | Buy |
5,784
+5,290
| +1,071% | +$343K | 0.01% | 367 |
|
|
2024
Q2 | $30.7K | Buy |
+494
| New | +$30.7K | ﹤0.01% | 750 |
|
|
2022
Q4 | – | Sell |
-1,972
| Closed | -$117K | – | 1191 |
|
|
2022
Q3 | $117K | Hold |
1,972
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $124K | Buy |
+1,972
| New | +$124K | ﹤0.01% | 430 |
|