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Householder Group Estate & Retirement Specialist’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-374
Closed -$24K – 1189
2024
Q3 		$24K Buy
+374
New +$23.8K 0.01% 655

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 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 $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $983M AUM 34.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VCEB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q4 2024, closing a stake of 374 shares — an estimated $24K sold.

Householder Group Estate & Retirement Specialist first reported a position in VCEB in Q3 2024 and held it in 1 quarter. The position peaked at $24K in Q3 2024. 92 funds tracked by Wall St. Rank hold VCEB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 374 Vanguard ESG US Corporate Bond ETF shares in Q4 2024, an estimated $24K.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard ESG US Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Vanguard ESG US Corporate Bond ETF position peaked at $24K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.