Milestone Investment 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 | $191K | Buy |
3,010
+640
| +27% | +$40.6K | 0.05% | 80 |
|
|
2025
Q1 | $149K | Sell |
2,370
-11
| -0.5% | -$692 | 0.04% | 87 |
|
|
2024
Q4 | $148K | Buy |
2,381
+1,279
| +116% | +$79.3K | 0.04% | 86 |
|
|
2024
Q3 | $71.5K | Buy |
1,102
+239
| +28% | +$15.5K | 0.02% | 98 |
|
|
2024
Q2 | $53.6K | Hold |
863
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $54.2K | Buy |
863
+804
| +1,363% | +$50.5K | 0.01% | 98 |
|
|
2023
Q4 | $3.74K | Sell |
59
-9
| -13% | -$571 | ﹤0.01% | 121 |
|
|
2023
Q3 | $4.04K | Hold |
68
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $4.22K | Hold |
68
| – | – | ﹤0.01% | 115 |
|
|
2023
Q1 | $4.26K | Hold |
68
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $4.13K | Buy |
+68
| New | +$4.13K | ﹤0.01% | 114 |
|