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

BlackDiamond 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
2022
Q3 		– Sell
-5,986
Closed -$294K – 117
2022
Q2 		$294K Sell
5,986
-409
-6% -$20.2K 0.37% 78
2022
Q1 		$316K Sell
6,395
-2,160
-25% -$107K 0.38% 76
2021
Q4 		$427K Buy
+8,555
New +$428K 0.49% 65

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackDiamond Wealth Management's VUSB Position: Q3 2022 in Review

BlackDiamond Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2022, closing a stake of 5,986 shares — an estimated $294K sold.

BlackDiamond Wealth Management first reported a position in VUSB in Q4 2021 and held it in 3 quarters. The position peaked at $427K in Q4 2021. 240 funds tracked by Wall St. Rank hold VUSB as of Q3 2022.

  • BlackDiamond Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 5,986 Vanguard Ultra-Short Bond ETF shares in Q3 2022, an estimated $294K.
  • BlackDiamond Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 3 quarters.
  • BlackDiamond Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $427K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.