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Bartlett & Co’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Bartlett & Co’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
Q4 		– Sell
-1,972
Closed -$117K – 1179
2022
Q3 		$117K Hold
1,972
– – ﹤0.01% 443
2022
Q2 		$124K Buy
+1,972
New +$127K ﹤0.01% 430

Other funds holding VCEB

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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Team Hewins Redwood City, California $337M AUM 24.42% 1-Year Est. Return

Bartlett & Co's VCEB Position: Q4 2022 in Review

Bartlett & Co sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q4 2022, closing a stake of 1,972 shares — an estimated $117K sold.

Bartlett & Co first reported a position in VCEB in Q2 2022 and held it in 2 quarters. The position peaked at $124K in Q2 2022. 54 funds tracked by Wall St. Rank hold VCEB as of Q4 2022.

  • Bartlett & Co reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co sold 1,972 Vanguard ESG US Corporate Bond ETF shares in Q4 2022, an estimated $117K.
  • Bartlett & Co first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co's Vanguard ESG US Corporate Bond ETF position peaked at $124K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.