GAM
Gould Asset Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,315
| Closed | -$205K | – | 169 |
|
|
2024
Q4 | $205K | Hold |
3,315
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $215K | Sell |
3,315
-3,960
| -54% | -$257K | 0.05% | 151 |
|
|
2024
Q2 | $451K | Hold |
7,275
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $457K | Buy |
7,275
+4,000
| +122% | +$251K | 0.11% | 99 |
|
|
2023
Q4 | $208K | Sell |
3,275
-3,670
| -53% | -$233K | 0.05% | 148 |
|
|
2023
Q3 | $412K | Buy |
6,945
+380
| +6% | +$22.6K | 0.12% | 92 |
|
|
2023
Q2 | $407K | Hold |
6,565
| – | – | 0.11% | 92 |
|
|
2023
Q1 | $412K | Buy |
6,565
+3,250
| +98% | +$204K | 0.12% | 92 |
|
|
2022
Q4 | $201K | Buy |
+3,315
| New | +$201K | 0.06% | 148 |
|