Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,233
| Closed | -$201K | – | 3256 |
|
|
2024
Q2 | $201K | Hold |
3,233
| – | – | ﹤0.01% | 2658 |
|
|
2024
Q1 | $203K | Buy |
+3,233
| New | +$203K | ﹤0.01% | 2551 |
|
|
2022
Q4 | – | Sell |
-6,492
| Closed | -$385K | – | 2480 |
|
|
2022
Q3 | $385K | Buy |
6,492
+1,597
| +33% | +$94.7K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $308K | Buy |
4,895
+540
| +12% | +$34K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $296K | Sell |
4,355
-308
| -7% | -$20.9K | ﹤0.01% | 1652 |
|
|
2021
Q4 | $343K | Sell |
4,663
-540
| -10% | -$39.7K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $384K | Buy |
5,203
+826
| +19% | +$61K | ﹤0.01% | 1446 |
|
|
2021
Q2 | $326K | Sell |
4,377
-728
| -14% | -$54.2K | ﹤0.01% | 1514 |
|
|
2021
Q1 | $370K | Buy |
5,105
+826
| +19% | +$59.9K | ﹤0.01% | 1619 |
|
|
2020
Q4 | $326K | Buy |
+4,279
| New | +$326K | ﹤0.01% | 1542 |
|