Keudell/Morrison Wealth Management’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
2025
Q2
$318K Buy
5,016
+181
+4% +$11.5K 0.07% 162
2025
Q1
$304K Buy
4,835
+85
+2% +$5.35K 0.07% 159
2024
Q4
$294K Buy
4,750
+10
+0.2% +$620 0.08% 162
2024
Q3
$308K Sell
4,740
-755
-14% -$49K 0.08% 159
2024
Q2
$341K Buy
5,495
+127
+2% +$7.88K 0.1% 144
2024
Q1
$337K Buy
5,368
+720
+15% +$45.2K 0.1% 148
2023
Q4
$295K Buy
4,648
+15
+0.3% +$951 0.1% 155
2023
Q3
$275K Buy
4,633
+585
+14% +$34.7K 0.08% 149
2023
Q2
$251K Buy
4,048
+175
+5% +$10.8K 0.07% 164
2023
Q1
$243K Buy
+3,873
New +$243K 0.07% 161