CRA Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CRA Financial Services’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 Q4	–	Sell	-11,231	Closed	-$550K	–	216
2022 Q3	$550K	Sell	11,231 -3	-0%	-$147	0.2%	99
2022 Q2	$553K	Buy	+11,234	New	+$554K	0.19%	102
2022 Q1	–	Sell	-11,272	Closed	-$563K	–	218
2021 Q4	$563K	Sell	11,272 -15	-0.1%	-$750	0.17%	103
2021 Q3	$566K	Hold	11,287	–	–	0.19%	94
2021 Q2	$566K	Buy	+11,287	New	+$565K	0.2%	94

Other funds holding VUSB

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

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

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

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

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

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