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Amplius Wealth Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-239
Closed -$17K – 869
2021
Q4 		$17K Buy
+239
New +$17.6K ﹤0.01% 499

Other funds holding VCEB

Jane Street
Jane Street New York $777B AUM 61.18% 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
HI
Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Amplius Wealth Advisors's VCEB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2022, closing a stake of 239 shares — an estimated $17K sold.

Amplius Wealth Advisors first reported a position in VCEB in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 38 funds tracked by Wall St. Rank hold VCEB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 239 Vanguard ESG US Corporate Bond ETF shares in Q1 2022, an estimated $17K.
  • Amplius Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $17K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.