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

Capital Advisors 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 Q2	–	Sell	-4,500	Closed	-$222K	–	157
2023 Q1	$222K	Hold	4,500	–	–	0.06%	119
2022 Q4	$221K	Hold	4,500	–	–	0.07%	115
2022 Q3	$220K	Hold	4,500	–	–	0.07%	107
2022 Q2	$221K	Hold	4,500	–	–	0.07%	105
2022 Q1	$222K	Hold	4,500	–	–	0.07%	113
2021 Q4	$225K	Hold	4,500	–	–	0.07%	111
2021 Q3	$226K	Hold	4,500	–	–	0.08%	93
2021 Q2	$225K	Buy	+4,500	New	+$225K	0.08%	86

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Advisors Wealth Management's VUSB Position: Q2 2023 in Review

Capital Advisors Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2023, closing a stake of 4,500 shares — an estimated $222K sold.

Capital Advisors Wealth Management first reported a position in VUSB in Q2 2021 and held it in 8 quarters. The position peaked at $226K in Q3 2021. 282 funds tracked by Wall St. Rank hold VUSB as of Q2 2023.

Capital Advisors Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2023 after selling out during the quarter.
Capital Advisors Wealth Management sold 4,500 Vanguard Ultra-Short Bond ETF shares in Q2 2023, an estimated $222K.
Capital Advisors Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 8 quarters.
Capital Advisors Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $226K in Q3 2021.
282 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.