Caldwell Trust’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-145
2023
Q2
$8.99K Hold
145
2023
Q1
$9.09K Hold
145
2022
Q4
$8.8K Hold
145
2022
Q3
$8.61K Hold
145
2022
Q2
$9.13K Hold
145
2022
Q1
$9.84K Hold
145
2021
Q4
$10.7K Buy
+145