Avidian Wealth Enterprises’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 | $2.34M | Sell |
46,952
-13,849
| -23% | -$691K | 0.1% | 111 |
|
|
2025
Q1 | $3.03M | Sell |
60,801
-5,153
| -8% | -$257K | 0.13% | 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% | -$1.4M | 0.08% | 131 |
|
|
2024
Q2 | $3.18M | Buy |
64,149
+14,262
| +29% | +$706K | 0.13% | 88 |
|
|
2024
Q1 | $2.47M | Buy |
49,887
+2,079
| +4% | +$103K | 0.12% | 96 |
|
|
2023
Q4 | $2.36M | Sell |
47,808
-1,329
| -3% | -$65.7K | 0.15% | 94 |
|
|
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% | 101 |
|
|
2023
Q1 | $593K | Buy |
12,033
+7,120
| +145% | +$351K | 0.03% | 267 |
|
|
2022
Q4 | $241K | Buy |
+4,913
| New | +$241K | 0.02% | 399 |
|
|
2022
Q2 | – | Sell |
-16,311
| Closed | -$806K | – | 500 |
|
|
2022
Q1 | $806K | Buy |
+16,311
| New | +$806K | 0.05% | 217 |
|