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Birchcreek Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Birchcreek Wealth Management’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,730
Closed -$233K – 143
2023
Q3 		$233K Sell
4,730
-2,205
-32% -$108K 0.16% 119
2023
Q2 		$341K Buy
+6,935
New +$341K 0.24% 102

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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Birchcreek Wealth Management's VUSB Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2023, closing a stake of 4,730 shares — an estimated $233K sold.

Birchcreek Wealth Management first reported a position in VUSB in Q2 2023 and held it in 2 quarters. The position peaked at $341K in Q2 2023. 294 funds tracked by Wall St. Rank hold VUSB as of Q4 2023.

  • Birchcreek Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,730 Vanguard Ultra-Short Bond ETF shares in Q4 2023, an estimated $233K.
  • Birchcreek Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and held it in 2 quarters.
  • Birchcreek Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $341K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.