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

IBEX 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
2021
Q4 		– Sell
-30
Closed -$2K – 413
2021
Q3 		$2K Buy
+30
New +$2.24K ﹤0.01% 429

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 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

IBEX Wealth Advisors's VCEB Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q4 2021, closing a stake of 30 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in VCEB in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 38 funds tracked by Wall St. Rank hold VCEB as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 30 Vanguard ESG US Corporate Bond ETF shares in Q4 2021, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $2K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.