Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $629K | Sell |
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|
2025
Q2 | $697K | Hold |
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|
2025
Q1 | $697K | Hold |
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|
2024
Q4 | $694K | Sell |
|
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|
2024
Q3 | $943K | Buy |
|
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|
2024
Q2 | $861K | Sell |
|
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.15M | Sell |
|
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.27M | Sell |
|
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|
2023
Q1 | $1.33M | Sell |
|
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $705K | Buy |
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