Fullen Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fullen Financial Group’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	$208K	Sell	4,229 -1,003	-19%	-$49.3K	0.11%	59
2022 Q4	$258K	Sell	5,232 -1,311	-20%	-$64.1K	0.15%	53
2022 Q3	$320K	Sell	6,543 -1,579	-19%	-$77.6K	0.2%	50
2022 Q2	$400K	Buy	8,122 +3,733	+85%	+$184K	0.26%	47
2022 Q1	$217K	Sell	4,389 -160	-4%	-$7.95K	0.13%	58
2021 Q4	$227K	Buy	+4,549	New	+$228K	0.13%	58
2021 Q3	–	Sell	-4,356	Closed	-$218K	–	60
2021 Q2	$218K	Buy	+4,356	New	+$218K	0.13%	60

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

Fullen Financial Group's VUSB Position: Q1 2023 in Review

Fullen Financial Group reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 19% in Q1 2023, selling an estimated $49.3K and leaving 4,229 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #59.

Fullen Financial Group first reported a position in VUSB in Q2 2021 and has held it in 7 quarters since. The position peaked at $400K in Q2 2022. 275 funds tracked by Wall St. Rank hold VUSB as of Q1 2023.

Fullen Financial Group held 4,229 shares of Vanguard Ultra-Short Bond ETF worth $208K as of Q1 2023.
Fullen Financial Group sold 1,003 Vanguard Ultra-Short Bond ETF shares in Q1 2023, an estimated $49.3K.
Vanguard Ultra-Short Bond ETF made up 0.11% of Fullen Financial Group's portfolio in Q1 2023, its #59 holding.
Fullen Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 7 quarters since.
Fullen Financial Group's Vanguard Ultra-Short Bond ETF position peaked at $400K in Q2 2022.
275 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.