Landmark Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Landmark Financial Advisors’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	$1.01M	Sell	20,464 -12,052	-37%	-$593K	0.36%	38
2023 Q3	$1.6M	Sell	32,516 -13,315	-29%	-$654K	0.65%	31
2023 Q2	$2.25M	Sell	45,831 -620	-1%	-$30.5K	0.93%	29
2023 Q1	$2.29M	Sell	46,451 -69,000	-60%	-$3.39M	1%	24
2022 Q4	$5.66M	Buy	115,451 +37,951	+49%	+$1.86M	2.61%	11
2022 Q3	$3.79M	Sell	77,500 -129,600	-63%	-$6.37M	2%	15
2022 Q2	$10.2M	Buy	207,100 +189,560	+1,081%	+$9.35M	5.01%	9
2022 Q1	$865K	Buy	17,540 +350	+2%	+$17.4K	0.42%	34
2021 Q4	$859K	Buy	+17,190	New	+$860K	0.38%	37

Other funds holding VUSB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return