BlackDiamond 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
2022
Q3
Sell
-5,986
Closed -$294K 117
2022
Q2
$294K Sell
5,986
-409
-6% -$20.1K 0.37% 78
2022
Q1
$316K Sell
6,395
-2,160
-25% -$107K 0.38% 76
2021
Q4
$427K Buy
+8,555
New +$427K 0.49% 65