V Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

V Wealth Advisors’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.26M	Sell	25,362 -102,386	-80%	-$5.05M	1.01%	22
2023 Q2	$6.31M	Buy	127,748 +65,894	+107%	+$3.25M	1.05%	19
2023 Q1	$3.05M	Buy	61,854 +35,210	+132%	+$1.73M	0.57%	32
2022 Q4	$1.31M	Buy	26,644 +22,166	+495%	+$1.09M	0.27%	84
2022 Q3	$219K	Hold	4,478	–	–	0.04%	337
2022 Q2	$219K	Sell	4,478 -992	-18%	-$48.7K	0.04%	372
2022 Q1	$269K	Hold	5,470	–	–	0.04%	367
2021 Q4	$271K	Sell	5,470 -130	-2%	-$6.45K	0.04%	372
2021 Q3	$278K	Hold	5,600	–	–	0.04%	373
2021 Q2	$279K	Sell	5,600 -4,400	-44%	-$219K	0.04%	385
2021 Q1	$498K	Hold	10,000	–	–	0.09%	245
2020 Q4	$498K	Buy	10,000 +2,250	+29%	+$112K	0.1%	212
2020 Q3	$387K	Sell	7,750 -7,350	-49%	-$367K	0.27%	98
2020 Q2	$752K	Sell	15,100 -1,375	-8%	-$67.9K	0.2%	129
2020 Q1	$801K	Buy	+16,475	New	+$819K	0.25%	109

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

V Wealth Advisors's PULS Position: Q3 2023 in Review

V Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 80% in Q3 2023, selling an estimated $5.05M and leaving 25,362 shares worth $1.26M. The position accounts for 1.01% of the portfolio, ranked #22.

V Wealth Advisors first reported a position in PULS in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.31M in Q2 2023. 235 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

V Wealth Advisors held 25,362 shares of PGIM Ultra Short Bond ETF worth $1.26M as of Q3 2023.
V Wealth Advisors sold 102,386 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $5.05M.
PGIM Ultra Short Bond ETF made up 1.01% of V Wealth Advisors's portfolio in Q3 2023, its #22 holding.
V Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2020 and has held it in 15 quarters since.
V Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $6.31M in Q2 2023.
235 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.