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Clearstead Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-1,977
Closed -$124K – 1367
2022
Q2 		$124K Sell
1,977
-5
-0.3% -$321 0.01% 457
2022
Q1 		$135K Sell
1,982
-475
-19% -$33.1K 0.01% 490
2021
Q4 		$181K Buy
+2,457
New +$181K 0.01% 411

Other funds holding VCEB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 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 $687M AUM 17.81% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return

Clearstead Advisors's VCEB Position: Q3 2022 in Review

Clearstead Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q3 2022, closing a stake of 1,977 shares — an estimated $124K sold.

Clearstead Advisors first reported a position in VCEB in Q4 2021 and held it in 3 quarters. The position peaked at $181K in Q4 2021. 48 funds tracked by Wall St. Rank hold VCEB as of Q3 2022.

  • Clearstead Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,977 Vanguard ESG US Corporate Bond ETF shares in Q3 2022, an estimated $124K.
  • Clearstead Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Clearstead Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $181K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.