GAA
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Global Assets Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-588
Closed -$29K – 515
2024
Q1 		$29K Buy
+588
New +$29.1K 0.02% 367

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Global Assets Advisory's VUSB Position: Q2 2024 in Review

Global Assets Advisory sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 588 shares — an estimated $29K sold.

Global Assets Advisory first reported a position in VUSB in Q1 2024 and held it in 1 quarter. The position peaked at $29K in Q1 2024. 299 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

  • Global Assets Advisory reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 588 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $29K.
  • Global Assets Advisory first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Vanguard Ultra-Short Bond ETF position peaked at $29K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.