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Investors Asset Management of Georgia’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Investors Asset Management of Georgia’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
-301
Closed -$15K – 517
2022
Q3 		$15K Sell
301
-8,999
-97% -$442K 0.01% 430
2022
Q2 		$458K Buy
+9,300
New +$458K 0.24% 98

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Investors Asset Management of Georgia's VUSB Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 301 shares — an estimated $15K sold.

Investors Asset Management of Georgia first reported a position in VUSB in Q2 2022 and held it in 2 quarters. The position peaked at $458K in Q2 2022. 271 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 301 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $15K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Ultra-Short Bond ETF position peaked at $458K in Q2 2022.
  • 271 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.