Concord Wealth Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Concord Wealth 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
2023 Q1	–	Sell	-2,036	Closed	-$99.7K	–	1240
2022 Q4	$99.7K	Buy	+2,036	New	+$99.6K	0.03%	252
2022 Q3	–	Sell	-2,010	Closed	-$99K	–	1139
2022 Q2	$99K	Buy	+2,010	New	+$99.1K	0.03%	265
2022 Q1	–	Sell	-2,004	Closed	-$100K	–	1401
2021 Q4	$100K	Buy	+2,004	New	+$100K	0.02%	310

Other funds holding VUSB

WBG

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

Jane Street New York $777B AUM 61.18% 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

PCFFS

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

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

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

Concord Wealth Partners's VUSB Position: Q1 2023 in Review

Concord Wealth Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2023, closing a stake of 2,036 shares — an estimated $99.7K sold.

Concord Wealth Partners first reported a position in VUSB in Q4 2021 and held it in 3 quarters. The position peaked at $100K in Q4 2021. 275 funds tracked by Wall St. Rank hold VUSB as of Q1 2023.

Concord Wealth Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 2,036 Vanguard Ultra-Short Bond ETF shares in Q1 2023, an estimated $99.7K.
Concord Wealth Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 3 quarters.
Concord Wealth Partners's Vanguard Ultra-Short Bond ETF position peaked at $100K in Q4 2021.
275 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.