AE Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.4M | Sell |
228,300
-54,709
| -19% | -$2.73M | 0.08% | 235 |
|
2025
Q1 | $14.1M | Buy |
283,009
+158,566
| +127% | +$7.91M | 0.12% | 194 |
|
2024
Q4 | $6.17M | Sell |
124,443
-22,929
| -16% | -$1.14M | 0.05% | 309 |
|
2024
Q3 | $7.36M | Sell |
147,372
-14,905
| -9% | -$744K | 0.07% | 273 |
|
2024
Q2 | $8.04M | Sell |
162,277
-47,687
| -23% | -$2.36M | 0.08% | 254 |
|
2024
Q1 | $10.4M | Sell |
209,964
-11,242
| -5% | -$557K | 0.12% | 211 |
|
2023
Q4 | $11M | Buy |
221,206
+93,136
| +73% | +$4.62M | 0.06% | 378 |
|
2023
Q3 | $6.3M | Buy |
+128,070
| New | +$6.3M | 0.04% | 484 |
|