BFIM
Beese Fulmer Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
25,570
| – | – | 0.1% | 127 |
|
|
2025
Q1 | $1.27M | Hold |
25,570
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $1.27M | Hold |
25,570
| – | – | 0.11% | 110 |
|
|
2024
Q3 | $1.28M | Sell |
25,570
-1,225
| -5% | -$61.2K | 0.11% | 111 |
|
|
2024
Q2 | $1.33M | Hold |
26,795
| – | – | 0.12% | 105 |
|
|
2024
Q1 | $1.33M | Hold |
26,795
| – | – | 0.12% | 110 |
|
|
2023
Q4 | $1.32M | Buy |
26,795
+1,450
| +6% | +$71.7K | 0.14% | 105 |
|
|
2023
Q3 | $1.25M | Sell |
25,345
-40
| -0.2% | -$1.97K | 0.14% | 105 |
|
|
2023
Q2 | $1.25M | Sell |
25,385
-5,190
| -17% | -$255K | 0.14% | 108 |
|
|
2023
Q1 | $1.51M | Sell |
30,575
-250
| -0.8% | -$12.3K | 0.17% | 102 |
|
|
2022
Q4 | $1.51M | Hold |
30,825
| – | – | 0.18% | 101 |
|
|
2022
Q3 | $1.51M | Buy |
30,825
+496
| +2% | +$24.3K | 0.2% | 96 |
|
|
2022
Q2 | $1.49M | Hold |
30,329
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $1.5M | Sell |
30,329
-2,000
| -6% | -$98.8K | 0.16% | 103 |
|
|
2021
Q4 | $1.62M | Buy |
32,329
+5,000
| +18% | +$250K | 0.17% | 103 |
|
|
2021
Q3 | $1.37M | Buy |
+27,329
| New | +$1.37M | 0.15% | 108 |
|