FGAM
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Financial Gravity Asset Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Financial Gravity Asset Management’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
2026
Q1 		$96.1K Buy
1,530
+162
+12% +$10.3K 0.02% 232
2025
Q4 		$87K Buy
1,368
+65
+5% +$4.16K 0.02% 198
2025
Q3 		$83.7K Buy
+1,303
New +$82.8K 0.02% 239
2025
Q1 		$93.6K Buy
+1,487
New +$92.9K 0.02% 233
2024
Q2 		$175K Sell
2,826
-1,799
-39% -$111K 0.04% 136
2024
Q1 		$292K Buy
4,625
+2,454
+113% +$154K 0.04% 155
2023
Q4 		$138K Buy
+2,171
New +$131K ﹤0.01% 520

Other funds holding VCEB

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return