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SOA Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

SOA Wealth Advisors’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
2022
Q4 		– Sell
-167
Closed -$8K – 1016
2022
Q3 		$8K Buy
+167
New +$8.21K ﹤0.01% 547

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SOA Wealth Advisors's VUSB Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 167 shares — an estimated $8K sold.

SOA Wealth Advisors first reported a position in VUSB in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 167 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $8K.
  • SOA Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $8K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.