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Topel & Distasi Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Topel & Distasi Wealth Management’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
2022
Q2 		– Sell
-4,454
Closed -$302K – 71
2022
Q1 		$302K Buy
+4,454
New +$311K 0.13% 67

Other funds holding VCEB

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Topel & Distasi Wealth Management's VCEB Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2022, closing a stake of 4,454 shares — an estimated $302K sold.

Topel & Distasi Wealth Management first reported a position in VCEB in Q1 2022 and held it in 1 quarter. The position peaked at $302K in Q1 2022. 45 funds tracked by Wall St. Rank hold VCEB as of Q2 2022.

  • Topel & Distasi Wealth Management reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 4,454 Vanguard ESG US Corporate Bond ETF shares in Q2 2022, an estimated $302K.
  • Topel & Distasi Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's Vanguard ESG US Corporate Bond ETF position peaked at $302K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.