BFA
BBJS Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,041
| Closed | -$151K | – | 187 |
|
|
2024
Q1 | $151K | Sell |
3,041
-51,933
| -94% | -$2.57M | 0.05% | 52 |
|
|
2023
Q4 | $2.72M | Sell |
54,974
-28,987
| -35% | -$1.43M | 0.94% | 23 |
|
|
2023
Q3 | $4.13M | Sell |
83,961
-24,734
| -23% | -$1.22M | 1.57% | 19 |
|
|
2023
Q2 | $5.34M | Sell |
108,695
-6,787
| -6% | -$334K | 2.14% | 14 |
|
|
2023
Q1 | $5.69M | Buy |
115,482
+20,335
| +21% | +$1M | 2.32% | 13 |
|
|
2022
Q4 | $4.66M | Buy |
+95,147
| New | +$4.66M | 2.1% | 14 |
|