CI Investments Inc
VCEB icon

CI Investments Inc’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

CI Investments Inc’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
2023
Q1 		– Sell
-6,506
Closed -$395K – 1313
2022
Q4 		$395K Sell
6,506
-500
-7% -$30.1K ﹤0.01% 481
2022
Q3 		$416K Buy
7,006
+900
+15% +$56.6K ﹤0.01% 445
2022
Q2 		$384K Buy
6,106
+1,000
+20% +$64.2K ﹤0.01% 499
2022
Q1 		$347K Buy
5,106
+1,900
+59% +$133K ﹤0.01% 600
2021
Q4 		$236K Buy
3,206
+2,163
+207% +$159K ﹤0.01% 729
2021
Q3 		$77K Buy
+1,043
New +$78K ﹤0.01% 909

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CI Investments Inc's VCEB Position: Q1 2023 in Review

CI Investments Inc sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2023, closing a stake of 6,506 shares — an estimated $395K sold.

CI Investments Inc first reported a position in VCEB in Q3 2021 and held it in 6 quarters. The position peaked at $416K in Q3 2022. 59 funds tracked by Wall St. Rank hold VCEB as of Q1 2023.

  • CI Investments Inc reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • CI Investments Inc sold 6,506 Vanguard ESG US Corporate Bond ETF shares in Q1 2023, an estimated $395K.
  • CI Investments Inc first reported a position in Vanguard ESG US Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
  • CI Investments Inc's Vanguard ESG US Corporate Bond ETF position peaked at $416K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2023.

Based on CI Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.