Avidian Wealth Enterprises’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.56M	Buy	51,374 +2,898	+6%	+$145K	0.08%	159
2025 Q4	$2.42M	Sell	48,476 -7,177	-13%	-$358K	0.09%	122
2025 Q3	$2.78M	Buy	55,653 +8,701	+19%	+$434K	0.1%	109
2025 Q2	$2.34M	Sell	46,952 -13,849	-23%	-$688K	0.1%	111
2025 Q1	$3.03M	Sell	60,801 -5,153	-8%	-$256K	0.14%	94
2024 Q4	$3.27M	Buy	65,954 +29,827	+83%	+$1.48M	0.15%	91
2024 Q3	$1.8M	Sell	36,127 -28,022	-44%	-$1.39M	0.08%	131
2024 Q2	$3.18M	Buy	64,149 +14,262	+29%	+$705K	0.15%	90
2024 Q1	$2.47M	Buy	49,887 +2,079	+4%	+$103K	0.13%	99
2023 Q4	$2.36M	Sell	47,808 -1,329	-3%	-$65.4K	0.15%	96
2023 Q3	$2.42M	Buy	49,137 +391	+0.8%	+$19.2K	0.17%	91
2023 Q2	$2.4M	Buy	48,746 +36,713	+305%	+$1.8M	0.16%	102
2023 Q1	$593K	Buy	12,033 +7,120	+145%	+$350K	0.03%	268
2022 Q4	$241K	Buy	+4,913	New	+$240K	0.02%	401
2022 Q2	–	Sell	-16,311	Closed	-$806K	–	509
2022 Q1	$806K	Buy	+16,311	New	+$810K	0.05%	225