SM
Sweeney & Michel’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,418
| Closed | -$273K | – | 115 |
|
|
2024
Q1 | $273K | Buy |
+4,418
| New | +$273K | 0.12% | 95 |
|
|
2023
Q3 | $256K | Sell |
4,284
-965
| -18% | -$57.6K | 0.13% | 91 |
|
|
2023
Q2 | $321K | Buy |
5,249
+119
| +2% | +$7.28K | 0.17% | 85 |
|
|
2023
Q1 | $316K | Buy |
+5,130
| New | +$316K | 0.17% | 87 |
|