Lion Street 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
Q3 | – | Sell |
-6,245
| Closed | -$388K | – | 278 |
|
|
2024
Q2 | $388K | Hold |
6,245
| – | – | 0.14% | 155 |
|
|
2024
Q1 | $396K | Hold |
6,245
| – | – | 0.16% | 138 |
|
|
2023
Q4 | $396K | Hold |
6,245
| – | – | 0.16% | 138 |
|
|
2023
Q3 | $371K | Buy |
+6,245
| New | +$371K | 0.12% | 149 |
|
|
2023
Q2 | – | Sell |
-6,245
| Closed | -$392K | – | 294 |
|
|
2023
Q1 | $392K | Buy |
+6,245
| New | +$392K | 0.12% | 145 |
|
|
2022
Q4 | – | Sell |
-3,704
| Closed | -$220K | – | 171 |
|
|
2022
Q3 | $220K | Buy |
+3,704
| New | +$220K | 0.11% | 119 |
|