AWA
Alaska Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,067
| Closed | -$495K | – | 125 |
|
|
2023
Q2 | $495K | Sell |
10,067
-995
| -9% | -$48.9K | 0.08% | 41 |
|
|
2023
Q1 | $545K | Hold |
11,062
| – | – | 0.09% | 37 |
|
|
2022
Q4 | $542K | Hold |
11,062
| – | – | 0.1% | 40 |
|
|
2022
Q3 | $541K | Sell |
11,062
-3,883
| -26% | -$190K | 0.11% | 40 |
|
|
2022
Q2 | $735K | Buy |
+14,945
| New | +$735K | 0.15% | 36 |
|
|
2022
Q1 | – | Sell |
-8,943
| Closed | -$447K | – | 57 |
|
|
2021
Q4 | $447K | Buy |
+8,943
| New | +$447K | 0.08% | 36 |
|