Summit Wealth Group’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
2025 Q2	$355K	Hold	5,602	–	–	0.09%	77
2025 Q1	$352K	Hold	5,602	–	–	0.1%	71
2024 Q4	$347K	Buy	+5,602	New	+$347K	0.1%	68
2023 Q2	–	Sell	-206,910	Closed	-$3K	–	251
2023 Q1	$3K	Buy	+206,910	New	+$3K	0.07%	75