Summit Wealth Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Hold
2025
Q2
$355K Hold
2025
Q1
$352K Hold
2024
Q4
$347K Buy
2023
Q2
Sell
2023
Q1
$3K Buy