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Brooks Moore & Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Brooks Moore & Associates’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
Q2 		– Sell
-10,300
Closed -$509K – 97
2022
Q1 		$509K Sell
10,300
-5,385
-34% -$267K 0.31% 64
2021
Q4 		$783K Buy
15,685
+9,400
+150% +$470K 0.46% 55
2021
Q3 		$315K Buy
6,285
+835
+15% +$41.9K 0.21% 82
2021
Q2 		$273K Buy
+5,450
New +$273K 0.17% 87

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Brooks Moore & Associates's VUSB Position: Q2 2022 in Review

Brooks Moore & Associates sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2022, closing a stake of 10,300 shares — an estimated $509K sold.

Brooks Moore & Associates first reported a position in VUSB in Q2 2021 and held it in 4 quarters. The position peaked at $783K in Q4 2021. 223 funds tracked by Wall St. Rank hold VUSB as of Q2 2022.

  • Brooks Moore & Associates reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Brooks Moore & Associates sold 10,300 Vanguard Ultra-Short Bond ETF shares in Q2 2022, an estimated $509K.
  • Brooks Moore & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 4 quarters.
  • Brooks Moore & Associates's Vanguard Ultra-Short Bond ETF position peaked at $783K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2022.

Based on Brooks Moore & Associates's 13F filing for Q2 2022, filed 4 Aug 2022.