Financial Synergies Wealth Advisors’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
Q2 | – | Sell |
-138
| Closed | -$8.66K | – | 454 |
|
|
2024
Q1 | $8.66K | Buy |
138
+52
| +60% | +$3.26K | ﹤0.01% | 258 |
|
|
2023
Q4 | $5.21K | Sell |
86
-31
| -26% | -$1.88K | ﹤0.01% | 215 |
|
|
2023
Q3 | $6.97K | Buy |
117
+9
| +8% | +$536 | ﹤0.01% | 252 |
|
|
2023
Q2 | $6.71K | Buy |
108
+12
| +13% | +$746 | ﹤0.01% | 248 |
|
|
2023
Q1 | $6.04K | Buy |
96
+10
| +12% | +$630 | ﹤0.01% | 255 |
|
|
2022
Q4 | $5.21K | Buy |
86
+13
| +18% | +$788 | ﹤0.01% | 215 |
|
|
2022
Q3 | $4.33K | Buy |
73
+8
| +12% | +$475 | ﹤0.01% | 194 |
|
|
2022
Q2 | $4.06K | Buy |
+65
| New | +$4.06K | ﹤0.01% | 199 |
|