Carr Financial Group’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 | $454K | Buy |
7,157
+59
| +0.8% | +$3.74K | 0.13% | 101 |
|
|
2025
Q1 | $447K | Buy |
7,098
+37
| +0.5% | +$2.33K | 0.15% | 100 |
|
|
2024
Q4 | $438K | Sell |
7,061
-4,360
| -38% | -$270K | 0.14% | 104 |
|
|
2024
Q3 | $741K | Sell |
11,421
-4,853
| -30% | -$315K | 0.22% | 78 |
|
|
2024
Q2 | $1.01M | Buy |
16,274
+1,474
| +10% | +$91.5K | 0.32% | 57 |
|
|
2024
Q1 | $929K | Hold |
14,800
| – | – | 0.31% | 62 |
|
|
2023
Q4 | $938K | Hold |
14,800
| – | – | 0.35% | 58 |
|
|
2023
Q3 | $879K | Hold |
14,800
| – | – | 0.35% | 56 |
|
|
2023
Q2 | $917K | Hold |
14,800
| – | – | 0.37% | 53 |
|
|
2023
Q1 | $928K | Sell |
14,800
-5,000
| -25% | -$314K | 0.41% | 46 |
|
|
2022
Q4 | $1.2M | Buy |
+19,800
| New | +$1.2M | 0.63% | 31 |
|