Level Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
17,806
-271
| -1% | -$17.2K | 0.35% | 45 |
|
|
2025
Q1 | $1.14M | Buy |
18,077
+644
| +4% | +$40.5K | 0.39% | 41 |
|
|
2024
Q4 | $1.08M | Buy |
17,433
+3,817
| +28% | +$237K | 0.4% | 41 |
|
|
2024
Q3 | $883K | Buy |
13,616
+8
| +0.1% | +$519 | 0.34% | 41 |
|
|
2024
Q2 | $845K | Buy |
13,608
+795
| +6% | +$49.3K | 0.37% | 39 |
|
|
2024
Q1 | $804K | Sell |
12,813
-2,229
| -15% | -$140K | 0.36% | 40 |
|
|
2023
Q4 | $953K | Buy |
15,042
+1,863
| +14% | +$118K | 0.47% | 33 |
|
|
2023
Q3 | $783K | Buy |
13,179
+2,814
| +27% | +$167K | 0.44% | 30 |
|
|
2023
Q2 | $642K | Buy |
10,365
+2,495
| +32% | +$155K | 0.36% | 34 |
|
|
2023
Q1 | $493K | Buy |
7,870
+2,387
| +44% | +$150K | 0.3% | 36 |
|
|
2022
Q4 | $333K | Buy |
5,483
+1,267
| +30% | +$76.9K | 0.22% | 43 |
|
|
2022
Q3 | $250K | Hold |
4,216
| – | – | 0.18% | 45 |
|
|
2022
Q2 | $265K | Buy |
+4,216
| New | +$265K | 0.2% | 41 |
|