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VisionPoint Advisory Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-252
Closed -$15.6K – 759
2024
Q2 		$15.6K Buy
252
+18
+8% +$1.11K 0.01% 431
2024
Q1 		$14.7K Buy
234
+6
+3% +$376 0.01% 419
2023
Q4 		$14.5K Buy
+228
New +$13.8K 0.01% 385
2023
Q3 		– Sell
-292
Closed -$18.1K – 827
2023
Q2 		$18.1K Buy
+292
New +$18.1K 0.01% 304

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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VisionPoint Advisory Group's VCEB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q3 2024, closing a stake of 252 shares — an estimated $15.6K sold.

VisionPoint Advisory Group first reported a position in VCEB in Q2 2023 and held it in 4 quarters. The position peaked at $18.1K in Q2 2023. 78 funds tracked by Wall St. Rank hold VCEB as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 252 Vanguard ESG US Corporate Bond ETF shares in Q3 2024, an estimated $15.6K.
  • VisionPoint Advisory Group first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Vanguard ESG US Corporate Bond ETF position peaked at $18.1K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.