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Joel Isaacson & Co’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Joel Isaacson & Co’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
-7,500
Closed -$372K – 357
2024
Q1 		$372K Buy
+7,500
New +$371K 0.02% 245
2022
Q2 		– Sell
-4,500
Closed -$222K – 316
2022
Q1 		$222K Sell
4,500
-2,500
-36% -$124K 0.02% 290
2021
Q4 		$350K Hold
7,000
– – 0.02% 240
2021
Q3 		$351K Sell
7,000
-1,000
-13% -$50.1K 0.03% 231
2021
Q2 		$401K Buy
+8,000
New +$401K 0.03% 202

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $8.74B AUM 14.62% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Joel Isaacson & Co's VUSB Position: Q2 2024 in Review

Joel Isaacson & Co sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 7,500 shares — an estimated $372K sold.

Joel Isaacson & Co first reported a position in VUSB in Q2 2021 and held it in 5 quarters. The position peaked at $401K in Q2 2021. 298 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

  • Joel Isaacson & Co reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 7,500 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $372K.
  • Joel Isaacson & Co first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 5 quarters.
  • Joel Isaacson & Co's Vanguard Ultra-Short Bond ETF position peaked at $401K in Q2 2021.
  • 298 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Joel Isaacson & Co's 13F filing for Q2 2024, filed 24 Jul 2024.