Ogorek Anthony Joseph’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Ogorek Anthony Joseph’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 Q2	–	Sell	-243	Closed	-$11K	–	291
2023 Q1	$11K	Hold	243	–	–	﹤0.01%	187
2022 Q4	$11K	Hold	243	–	–	﹤0.01%	158
2022 Q3	$11K	Hold	243	–	–	0.01%	149
2022 Q2	$11K	Sell	243 -1,698	-87%	-$83.7K	0.01%	153
2022 Q1	$95K	Buy	1,941 +42	+2%	+$2.09K	0.04%	64
2021 Q4	$94K	Buy	1,899 +901	+90%	+$45.1K	0.04%	65
2021 Q3	$50K	Hold	998	–	–	0.02%	73
2021 Q2	$50K	Buy	+998	New	+$50K	0.02%	72

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

GSAM

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ogorek Anthony Joseph's VUSB Position: Q2 2023 in Review

Ogorek Anthony Joseph sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2023, closing a stake of 243 shares — an estimated $11K sold.

Ogorek Anthony Joseph first reported a position in VUSB in Q2 2021 and held it in 8 quarters. The position peaked at $95K in Q1 2022. 282 funds tracked by Wall St. Rank hold VUSB as of Q2 2023.

Ogorek Anthony Joseph reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2023 after selling out during the quarter.
Ogorek Anthony Joseph sold 243 Vanguard Ultra-Short Bond ETF shares in Q2 2023, an estimated $11K.
Ogorek Anthony Joseph first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 8 quarters.
Ogorek Anthony Joseph's Vanguard Ultra-Short Bond ETF position peaked at $95K in Q1 2022.
282 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2023.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2023, filed 3 Aug 2023.