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Sowell Financial Services’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,366
Closed -$173K – 2634
2021
Q1 		$173K Hold
2,366
– – 0.01% 1126
2020
Q4 		$180K Buy
+2,366
New +$178K 0.01% 896

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Sowell Financial Services's VCEB Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2021, closing a stake of 2,366 shares — an estimated $173K sold.

Sowell Financial Services first reported a position in VCEB in Q4 2020 and held it in 2 quarters. The position peaked at $180K in Q4 2020. 20 funds tracked by Wall St. Rank hold VCEB as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,366 Vanguard ESG US Corporate Bond ETF shares in Q2 2021, an estimated $173K.
  • Sowell Financial Services first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Vanguard ESG US Corporate Bond ETF position peaked at $180K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.