SHJ
VCEB icon

Sharkey, Howes & Javer’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Sharkey, Howes & Javer’s Portfolio VCEB Stock Details VCEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,590
Closed -$332K – 111
2022
Q3 		$332K Buy
+5,590
New +$352K 0.07% 88

Other funds holding VCEB

Truist Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $687M AUM 14.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Team Hewins Redwood City, California $337M AUM 24.42% 1-Year Est. Return