SRB
Shotwell Rutter Baer’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
7,750
-64
| -0.8% | -$4.04K | 0.33% | 29 |
|
|
2025
Q1 | $491K | Buy |
7,814
+579
| +8% | +$36.4K | 0.43% | 23 |
|
|
2024
Q4 | $444K | Buy |
7,235
+322
| +5% | +$19.7K | 0.37% | 27 |
|
|
2024
Q3 | $443K | Buy |
6,913
+380
| +6% | +$24.4K | 0.36% | 28 |
|
|
2024
Q2 | $408K | Buy |
+6,533
| New | +$408K | 0.36% | 26 |
|
|
2024
Q1 | – | Sell |
-6,526
| Closed | -$413K | – | 29 |
|
|
2023
Q4 | $413K | Buy |
+6,526
| New | +$413K | 0.39% | 27 |
|