Beaird Harris Wealth Management’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 | $508K | Hold |
10,191
| – | – | 0.04% | 90 |
|
|
2025
Q1 | $508K | Hold |
10,191
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $506K | Buy |
10,191
+400
| +4% | +$19.8K | 0.04% | 85 |
|
|
2024
Q3 | $489K | Hold |
9,791
| – | – | 0.04% | 91 |
|
|
2024
Q2 | $485K | Hold |
9,791
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $485K | Hold |
9,791
| – | – | 0.05% | 73 |
|
|
2023
Q4 | $484K | Buy |
+9,791
| New | +$484K | 0.05% | 67 |
|
|
2022
Q1 | – | Sell |
-4,325
| Closed | -$216K | – | 738 |
|
|
2021
Q4 | $216K | Buy |
+4,325
| New | +$216K | 0.08% | 114 |
|