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Tradition Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-3,000
Closed -$148K – 1177
2023
Q4 		$148K Hold
3,000
– – 0.02% 377
2023
Q3 		$148K Hold
3,000
– – 0.02% 350
2023
Q2 		$147K Buy
3,000
+1,000
+50% +$49.1K 0.02% 367
2023
Q1 		$98K Buy
+2,000
New +$98.2K 0.01% 452

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 $8.74B AUM 14.62% 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 $484M AUM 15.17% 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
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

Tradition Wealth Management's VUSB Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2024, closing a stake of 3,000 shares — an estimated $148K sold.

Tradition Wealth Management first reported a position in VUSB in Q1 2023 and held it in 4 quarters. The position peaked at $148K in Q4 2023. 299 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

  • Tradition Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,000 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $148K.
  • Tradition Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $148K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.