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Spire Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Spire Wealth Management’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
2024
Q2 		– Sell
-1,815
Closed -$114K – 2396
2024
Q1 		$114K Hold
1,815
– – ﹤0.01% 952
2023
Q4 		$114K Sell
1,815
-1,176
-39% -$71.1K ﹤0.01% 959
2023
Q3 		$178K Buy
2,991
+17
+0.6% +$1.03K 0.01% 745
2023
Q2 		$184K Buy
2,974
+1,773
+148% +$110K 0.01% 750
2023
Q1 		$75.3K Hold
1,201
– – ﹤0.01% 1050
2022
Q4 		$73K Hold
1,201
– – ﹤0.01% 851
2022
Q3 		$71K Hold
1,201
– – ﹤0.01% 828
2022
Q2 		$76K Hold
1,201
– – ﹤0.01% 1138
2022
Q1 		$82K Hold
1,201
– – ﹤0.01% 1245
2021
Q4 		$88K Hold
1,201
– – ﹤0.01% 1456
2021
Q3 		$89K Buy
+1,201
New +$89.8K ﹤0.01% 1238

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Spire Wealth Management's VCEB Position: Q2 2024 in Review

Spire Wealth Management sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2024, closing a stake of 1,815 shares — an estimated $114K sold.

Spire Wealth Management first reported a position in VCEB in Q3 2021 and held it in 11 quarters. The position peaked at $184K in Q2 2023. 75 funds tracked by Wall St. Rank hold VCEB as of Q2 2024.

  • Spire Wealth Management reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,815 Vanguard ESG US Corporate Bond ETF shares in Q2 2024, an estimated $114K.
  • Spire Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q3 2021 and held it in 11 quarters.
  • Spire Wealth Management's Vanguard ESG US Corporate Bond ETF position peaked at $184K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.