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Clear Perspectives Financial Planning’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Clear Perspectives Financial Planning’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
2021
Q1 		– Sell
-2,000
Closed -$152K – 193
2020
Q4 		$152K Buy
+2,000
New +$151K 0.1% 58

Other funds holding VCEB

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Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Human Investing
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Column Capital Advisors
Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Charter Oak Capital Management
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Clear Perspectives Financial Planning's VCEB Position: Q1 2021 in Review

Clear Perspectives Financial Planning sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2021, closing a stake of 2,000 shares — an estimated $152K sold.

Clear Perspectives Financial Planning first reported a position in VCEB in Q4 2020 and held it in 1 quarter. The position peaked at $152K in Q4 2020. 16 funds tracked by Wall St. Rank hold VCEB as of Q1 2021.

  • Clear Perspectives Financial Planning reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 2,000 Vanguard ESG US Corporate Bond ETF shares in Q1 2021, an estimated $152K.
  • Clear Perspectives Financial Planning first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Vanguard ESG US Corporate Bond ETF position peaked at $152K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2021, filed 6 May 2021.