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Columbia Advisory Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Columbia Advisory Partners’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
2024
Q3 		– Sell
-9,330
Closed -$462K – 65
2024
Q2 		$462K Buy
+9,330
New +$461K 0.45% 30

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Renaissance Technologies
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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Columbia Advisory Partners's VUSB Position: Q3 2024 in Review

Columbia Advisory Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2024, closing a stake of 9,330 shares — an estimated $462K sold.

Columbia Advisory Partners first reported a position in VUSB in Q2 2024 and held it in 1 quarter. The position peaked at $462K in Q2 2024. 300 funds tracked by Wall St. Rank hold VUSB as of Q3 2024.

  • Columbia Advisory Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 9,330 Vanguard Ultra-Short Bond ETF shares in Q3 2024, an estimated $462K.
  • Columbia Advisory Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and held it in 1 quarter.
  • Columbia Advisory Partners's Vanguard Ultra-Short Bond ETF position peaked at $462K in Q2 2024.
  • 300 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2024.

Based on Columbia Advisory Partners's 13F filing for Q3 2024, filed 18 Oct 2024.