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Fort Point Capital Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fort Point Capital 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
Q4 		– Sell
-6,500
Closed -$320K – 323
2023
Q3 		$320K Sell
6,500
-10,848
-63% -$533K 0.05% 203
2023
Q2 		$853K Hold
17,348
– – 0.12% 110
2023
Q1 		$854K Sell
17,348
-20,533
-54% -$1.01M 0.13% 115
2022
Q4 		$1.86M Buy
+37,881
New +$1.85M 0.29% 64

Other funds holding VUSB

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fort Point Capital Partners's VUSB Position: Q4 2023 in Review

Fort Point Capital Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2023, closing a stake of 6,500 shares — an estimated $320K sold.

Fort Point Capital Partners first reported a position in VUSB in Q4 2022 and held it in 4 quarters. The position peaked at $1.86M in Q4 2022. 294 funds tracked by Wall St. Rank hold VUSB as of Q4 2023.

  • Fort Point Capital Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 6,500 Vanguard Ultra-Short Bond ETF shares in Q4 2023, an estimated $320K.
  • Fort Point Capital Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 4 quarters.
  • Fort Point Capital Partners's Vanguard Ultra-Short Bond ETF position peaked at $1.86M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.