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

Column Capital 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
2023 Q3	$20K	Buy	336 +3	+0.9%	+$183	﹤0.01%	430
2023 Q2	$20.6K	Buy	333 +3	+0.9%	+$186	﹤0.01%	434
2023 Q1	$20.7K	Sell	330 -192,131	-100%	-$11.9M	﹤0.01%	442
2022 Q4	$192K	Sell	192,461 -84,916	-31%	-$5.12M	0.03%	133
2022 Q3	$277K	Sell	277,377 -25,649	-8%	-$1.61M	0.06%	89
2022 Q2	$303K	Buy	303,026 +298,354	+6,386%	+$19.2M	0.06%	81
2022 Q1	$317K	Buy	4,672 +842	+22%	+$58.7K	0.06%	93
2021 Q4	$282K	Hold	3,830	–	–	0.05%	101
2021 Q3	$283K	Hold	3,830	–	–	0.06%	98
2021 Q2	$285K	Hold	3,830	–	–	0.06%	96
2021 Q1	$278K	Hold	3,830	–	–	0.06%	92
2020 Q4	$292K	Buy	+3,830	New	+$289K	0.07%	82

Other funds holding VCEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B 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 New York $777B AUM 61.18% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return