BW
VCEB icon

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

BIP Wealth’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
Q1 		– Sell
-4,435
Closed -$281K – 223
2023
Q4 		$281K Buy
+4,435
New +$268K 0.02% 160
2023
Q3 		– Sell
-4,435
Closed -$275K – 201
2023
Q2 		$275K Buy
+4,435
New +$275K 0.02% 147

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
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BIP Wealth's VCEB Position: Q1 2024 in Review

BIP Wealth sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2024, closing a stake of 4,435 shares — an estimated $281K sold.

BIP Wealth first reported a position in VCEB in Q2 2023 and held it in 2 quarters. The position peaked at $281K in Q4 2023. 69 funds tracked by Wall St. Rank hold VCEB as of Q1 2024.

  • BIP Wealth reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BIP Wealth sold 4,435 Vanguard ESG US Corporate Bond ETF shares in Q1 2024, an estimated $281K.
  • BIP Wealth first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • BIP Wealth's Vanguard ESG US Corporate Bond ETF position peaked at $281K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2024.

Based on BIP Wealth's 13F filing for Q1 2024, filed 8 May 2024.