Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$73.7K | ﹤0.01% | 959 |
|
|
2023
Q3 | $178K | Buy |
2,991
+17
| +0.6% | +$1.01K | 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 | +$89K | ﹤0.01% | 1238 |
|