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VCEB icon

Sweeney & Michel’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Sweeney & Michel’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
-4,418
Closed -$273K – 115
2024
Q1 		$273K Buy
+4,418
New +$277K 0.12% 95
2023
Q3 		$256K Sell
4,284
-965
-18% -$58.7K 0.13% 91
2023
Q2 		$321K Buy
5,249
+119
+2% +$7.38K 0.17% 85
2023
Q1 		$316K Buy
+5,130
New +$318K 0.17% 87

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

Sweeney & Michel's VCEB Position: Q2 2024 in Review

Sweeney & Michel sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2024, closing a stake of 4,418 shares — an estimated $273K sold.

Sweeney & Michel first reported a position in VCEB in Q1 2023 and held it in 4 quarters. The position peaked at $321K in Q2 2023. 75 funds tracked by Wall St. Rank hold VCEB as of Q2 2024.

  • Sweeney & Michel reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sweeney & Michel sold 4,418 Vanguard ESG US Corporate Bond ETF shares in Q2 2024, an estimated $273K.
  • Sweeney & Michel first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Sweeney & Michel's Vanguard ESG US Corporate Bond ETF position peaked at $321K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2024.

Based on Sweeney & Michel's 13F filing for Q2 2024, filed 10 Jul 2024.