Modera 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 | $9.12M | Sell |
143,858
-4,104
| -3% | -$260K | 0.11% | 133 |
|
|
2025
Q1 | $9.31M | Buy |
147,962
+9,659
| +7% | +$608K | 0.13% | 127 |
|
|
2024
Q4 | $8.57M | Buy |
138,303
+1,023
| +0.7% | +$63.4K | 0.1% | 135 |
|
|
2024
Q3 | $8.91M | Buy |
137,280
+43,040
| +46% | +$2.79M | 0.11% | 121 |
|
|
2024
Q2 | $5.85M | Buy |
94,240
+2,078
| +2% | +$129K | 0.09% | 141 |
|
|
2024
Q1 | $5.78M | Buy |
92,162
+10,223
| +12% | +$641K | 0.09% | 147 |
|
|
2023
Q4 | $5.19M | Sell |
81,939
-1,837
| -2% | -$116K | 0.09% | 152 |
|
|
2023
Q3 | $4.98M | Buy |
83,776
+3,093
| +4% | +$184K | 0.09% | 145 |
|
|
2023
Q2 | $5M | Buy |
80,683
+75,669
| +1,509% | +$4.69M | 0.09% | 148 |
|
|
2023
Q1 | $314K | Sell |
5,014
-750
| -13% | -$47K | 0.01% | 280 |
|
|
2022
Q4 | $350K | Buy |
+5,764
| New | +$350K | 0.01% | 259 |
|