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Financial Synergies Wealth Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Financial Synergies Wealth 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
2024
Q2 		– Sell
-138
Closed -$8.66K – 453
2024
Q1 		$8.66K Buy
138
+52
+60% +$3.25K ﹤0.01% 258
2023
Q4 		$5.21K Sell
86
-31
-26% -$1.87K ﹤0.01% 215
2023
Q3 		$6.97K Buy
117
+9
+8% +$548 ﹤0.01% 252
2023
Q2 		$6.71K Buy
108
+12
+13% +$744 ﹤0.01% 249
2023
Q1 		$6.04K Buy
96
+10
+12% +$620 ﹤0.01% 256
2022
Q4 		$5.21K Buy
86
+13
+18% +$783 ﹤0.01% 215
2022
Q3 		$4.33K Buy
73
+8
+12% +$503 ﹤0.01% 194
2022
Q2 		$4.06K Buy
+65
New +$4.17K ﹤0.01% 200

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Synergies Wealth Advisors's VCEB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2024, closing a stake of 138 shares — an estimated $8.66K sold.

Financial Synergies Wealth Advisors first reported a position in VCEB in Q2 2022 and held it in 8 quarters. The position peaked at $8.66K in Q1 2024. 75 funds tracked by Wall St. Rank hold VCEB as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 138 Vanguard ESG US Corporate Bond ETF shares in Q2 2024, an estimated $8.66K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $8.66K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.