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

Evermay 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 Q3	–	Sell	-36	Closed	-$1.77K	–	580
2023 Q2	$1.77K	Hold	36	–	–	﹤0.01%	492
2023 Q1	$1.77K	Hold	36	–	–	﹤0.01%	485
2022 Q4	$1.76K	Sell	36 -40	-53%	-$1.96K	﹤0.01%	497
2022 Q3	$4K	Hold	76	–	–	﹤0.01%	459
2022 Q2	$4K	Sell	76 -4,798	-98%	-$237K	﹤0.01%	451
2022 Q1	$241K	Buy	+4,874	New	+$242K	0.04%	168

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

BTI

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

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

KCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFO

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

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

PCFFS

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

GSAM

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

Evermay Wealth Management's VUSB Position: Q3 2023 in Review

Evermay Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2023, closing a stake of 36 shares — an estimated $1.77K sold.

Evermay Wealth Management first reported a position in VUSB in Q1 2022 and held it in 6 quarters. The position peaked at $241K in Q1 2022. 283 funds tracked by Wall St. Rank hold VUSB as of Q3 2023.

Evermay Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 36 Vanguard Ultra-Short Bond ETF shares in Q3 2023, an estimated $1.77K.
Evermay Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and held it in 6 quarters.
Evermay Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $241K in Q1 2022.
283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.