WFA
West Financial Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
13,394
+7
| +0.1% | +$444 | 0.15% | 36 |
|
|
2025
Q1 | $842K | Sell |
13,387
-9
| -0.1% | -$566 | 0.16% | 35 |
|
|
2024
Q4 | $830K | Buy |
13,396
+516
| +4% | +$32K | 0.16% | 35 |
|
|
2024
Q3 | $836K | Buy |
12,880
+4,829
| +60% | +$313K | 0.16% | 33 |
|
|
2024
Q2 | $500K | Buy |
8,051
+1,050
| +15% | +$65.2K | 0.1% | 43 |
|
|
2024
Q1 | $439K | Buy |
7,001
+11
| +0.2% | +$690 | 0.09% | 44 |
|
|
2023
Q4 | $443K | Sell |
6,990
-466
| -6% | -$29.5K | 0.1% | 43 |
|
|
2023
Q3 | $443K | Buy |
7,456
+2
| +0% | +$119 | 0.11% | 43 |
|
|
2023
Q2 | $462K | Sell |
7,454
-162
| -2% | -$10K | 0.11% | 40 |
|
|
2023
Q1 | $478K | Sell |
7,616
-397
| -5% | -$24.9K | 0.13% | 37 |
|
|
2022
Q4 | $486K | Buy |
8,013
+7
| +0.1% | +$425 | 0.14% | 36 |
|
|
2022
Q3 | $475K | Buy |
8,006
+7
| +0.1% | +$415 | 0.14% | 37 |
|
|
2022
Q2 | $504K | Sell |
7,999
-398
| -5% | -$25.1K | 0.15% | 36 |
|
|
2022
Q1 | $570K | Buy |
8,397
+89
| +1% | +$6.04K | 0.15% | 36 |
|
|
2021
Q4 | $610K | Buy |
8,308
+1,913
| +30% | +$140K | 0.16% | 35 |
|
|
2021
Q3 | $472K | Buy |
6,395
+1,863
| +41% | +$138K | 0.14% | 36 |
|
|
2021
Q2 | $338K | Buy |
4,532
+2,323
| +105% | +$173K | 0.1% | 40 |
|
|
2021
Q1 | $160K | Hold |
2,209
| – | – | 0.05% | 56 |
|
|
2020
Q4 | $168K | Buy |
+2,209
| New | +$168K | 0.06% | 54 |
|