Raab & Moskowitz Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Raab & Moskowitz Asset Management’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 Q4	–	Sell	-4,230	Closed	-$208K	–	167
2023 Q3	$208K	Sell	4,230 -1,017	-19%	-$50K	0.07%	157
2023 Q2	$258K	Sell	5,247 -1,990	-27%	-$97.8K	0.09%	150
2023 Q1	$356K	Sell	7,237 -1,882	-21%	-$92.4K	0.13%	127
2022 Q4	$447K	Sell	9,119 -1,400	-13%	-$68.5K	0.17%	115
2022 Q3	$514K	Buy	10,519 +981	+10%	+$48.2K	0.22%	99
2022 Q2	$469K	Sell	9,538 -345	-3%	-$17K	0.18%	112
2022 Q1	$488K	Buy	9,883 +1,602	+19%	+$79.6K	0.17%	114
2021 Q4	$414K	Buy	+8,281	New	+$414K	0.14%	119

Other funds holding VUSB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Renaissance Technologies

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

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

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return