Essential 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
2025
Q2
$412K Buy
6,498
+205
+3% +$13K 0.15% 54
2025
Q1
$396K Sell
6,293
-405,456
-98% -$25.5M 0.16% 53
2024
Q4
$26M Buy
411,749
+405,373
+6,358% +$25.6M 0.17% 52
2024
Q3
$414K Sell
6,376
-46
-0.7% -$2.98K 0.17% 51
2024
Q2
$399K Buy
6,422
+1,716
+36% +$106K 0.18% 49
2024
Q1
$298K Hold
4,706
0.15% 51
2023
Q4
$298K Sell
4,706
-273
-5% -$17.3K 0.15% 51
2023
Q3
$296K Hold
4,979
0.16% 44
2023
Q2
$309K Buy
4,979
+455
+10% +$28.2K 0.18% 42
2023
Q1
$284K Buy
+4,524
New +$284K 0.17% 43