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 |
|