Barlow Wealth Partners’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
2024
Q3
Sell
-5,080
Closed -$252K 153
2024
Q2
$252K Hold
5,080
0.03% 130
2024
Q1
$251K Sell
5,080
-586
-10% -$28.9K 0.03% 128
2023
Q4
$280K Buy
+5,666
New +$280K 0.04% 114