MFG
VUSB icon

Monumental Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Monumental Financial Group’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
Q3 		– Sell
-4,696
Closed -$233K – 43
2024
Q2 		$233K Sell
4,696
-134,843
-97% -$6.66M 0.1% 41
2024
Q1 		$6.91M Buy
139,539
+11,011
+9% +$545K 3.68% 9
2023
Q4 		$6.35M Buy
128,528
+7,149
+6% +$352K 3.79% 9
2023
Q3 		$5.97M Buy
121,379
+1,278
+1% +$62.8K 3.97% 10
2023
Q2 		$5.9M Sell
120,101
-43,104
-26% -$2.12M 3.97% 8
2023
Q1 		$8.04M Buy
163,205
+4,474
+3% +$220K 5.75% 6
2022
Q4 		$7.78M Buy
158,731
+8,788
+6% +$430K 6.28% 5
2022
Q3 		$7.34M Buy
149,943
+2,848
+2% +$140K 6.95% 6
2022
Q2 		$7.24M Buy
147,095
+2,296
+2% +$113K 6.65% 6
2022
Q1 		$7.15M Buy
+144,799
New +$7.19M 5.91% 9

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return