CT
VCEB icon

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

Caldwell Trust’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
Q3 		– Sell
-145
Closed -$8.99K – 756
2023
Q2 		$8.99K Hold
145
– – ﹤0.01% 633
2023
Q1 		$9.09K Hold
145
– – ﹤0.01% 630
2022
Q4 		$8.8K Hold
145
– – ﹤0.01% 625
2022
Q3 		$8.61K Hold
145
– – ﹤0.01% 623
2022
Q2 		$9.13K Hold
145
– – ﹤0.01% 635
2022
Q1 		$9.84K Hold
145
– – ﹤0.01% 642
2021
Q4 		$10.7K Buy
+145
New +$10.7K ﹤0.01% 637

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return