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Winch Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-6,849
Closed -$336K – 440
2022
Q4 		$336K Buy
+6,849
New +$335K 0.14% 65

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TA
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RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Winch Advisory Services's VUSB Position: Q1 2023 in Review

Winch Advisory Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2023, closing a stake of 6,849 shares — an estimated $336K sold.

Winch Advisory Services first reported a position in VUSB in Q4 2022 and held it in 1 quarter. The position peaked at $336K in Q4 2022. 276 funds tracked by Wall St. Rank hold VUSB as of Q1 2023.

  • Winch Advisory Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Winch Advisory Services sold 6,849 Vanguard Ultra-Short Bond ETF shares in Q1 2023, an estimated $336K.
  • Winch Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 1 quarter.
  • Winch Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $336K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2023.

Based on Winch Advisory Services's 13F filing for Q1 2023, filed 10 May 2023.