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

Parkside 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
2024
Q1 		– Sell
-143,115
Closed -$7.08M – 104
2023
Q4 		$7.08M Sell
143,115
-168,385
-54% -$8.29M 1.2% 38
2023
Q3 		$15.3M Buy
+311,500
New +$15.3M 2.81% 6

Other funds holding VUSB

JP Morgan Chase
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 $537M AUM 18.24% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Parkside Investments's VUSB Position: Q1 2024 in Review

Parkside Investments sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2024, closing a stake of 143,115 shares — an estimated $7.08M sold.

Parkside Investments first reported a position in VUSB in Q3 2023 and held it in 2 quarters. The position peaked at $15.3M in Q3 2023. 300 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

  • Parkside Investments reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Parkside Investments sold 143,115 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $7.08M.
  • Parkside Investments first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 2 quarters.
  • Parkside Investments's Vanguard Ultra-Short Bond ETF position peaked at $15.3M in Q3 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.