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Burleson & Co’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Burleson & Co’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
2022
Q4 		$12.1K Hold
200
– – ﹤0.01% 256
2022
Q3 		$12K Hold
200
– – ﹤0.01% 274
2022
Q2 		$13K Buy
+200
New +$12.8K ﹤0.01% 254

Other funds holding VCEB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Burleson & Co's VCEB Position: Q4 2022 in Review

Burleson & Co held its Vanguard ESG US Corporate Bond ETF (VCEB) position steady in Q4 2022 at 200 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Burleson & Co first reported a position in VCEB in Q2 2022 and has held it in 3 quarters since. The position peaked at $13K in Q2 2022. 54 funds tracked by Wall St. Rank hold VCEB as of Q4 2022.

  • Burleson & Co held 200 shares of Vanguard ESG US Corporate Bond ETF worth $12.1K as of Q4 2022.
  • Burleson & Co left its Vanguard ESG US Corporate Bond ETF share count unchanged in Q4 2022.
  • Vanguard ESG US Corporate Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #256 holding.
  • Burleson & Co first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Burleson & Co's Vanguard ESG US Corporate Bond ETF position peaked at $13K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.