Caldwell Trust’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Caldwell Trust’s Portfolio VUSB Stock Details VUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-490
2024 Q2	$24.3K	Hold	490
2024 Q1	$24.3K	Hold	490
2023 Q4	$24.2K	Hold	490
2023 Q3	$24.1K	Sell	490 -1,200
2023 Q2	$83.1K	Sell	1,690 -1,565
2023 Q1	$160K	Buy	+3,255