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Perfromance Wealth Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Perfromance Wealth Partners’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
Q3 		– Sell
-4,453
Closed -$218K – 185
2023
Q2 		$218K Buy
+4,453
New +$219K 0.01% 173

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AW
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KCM
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CFO
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Perfromance Wealth Partners's VUSB Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2023, closing a stake of 4,453 shares — an estimated $218K sold.

Perfromance Wealth Partners first reported a position in VUSB in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 283 funds tracked by Wall St. Rank hold VUSB as of Q3 2023.

  • Perfromance Wealth Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 4,453 Vanguard Ultra-Short Bond ETF shares in Q3 2023, an estimated $218K.
  • Perfromance Wealth Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and held it in 1 quarter.
  • Perfromance Wealth Partners's Vanguard Ultra-Short Bond ETF position peaked at $218K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.