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Legal Advantage Investments’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Legal Advantage Investments’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
Q2 		– Sell
-19,500
Closed -$963K – 88
2022
Q1 		$963K Sell
19,500
-14,500
-43% -$720K 0.72% 41
2021
Q4 		$1.7M Hold
34,000
– – 1.15% 29
2021
Q3 		$1.71M Buy
+34,000
New +$1.7M 1.14% 28

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Legal Advantage Investments's VUSB Position: Q2 2022 in Review

Legal Advantage Investments sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2022, closing a stake of 19,500 shares — an estimated $963K sold.

Legal Advantage Investments first reported a position in VUSB in Q3 2021 and held it in 3 quarters. The position peaked at $1.71M in Q3 2021. 224 funds tracked by Wall St. Rank hold VUSB as of Q2 2022.

  • Legal Advantage Investments reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Legal Advantage Investments sold 19,500 Vanguard Ultra-Short Bond ETF shares in Q2 2022, an estimated $963K.
  • Legal Advantage Investments first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 3 quarters.
  • Legal Advantage Investments's Vanguard Ultra-Short Bond ETF position peaked at $1.71M in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2022.

Based on Legal Advantage Investments's 13F filing for Q2 2022, filed 26 Jul 2022.