Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,500
| Closed | -$222K | – | 152 |
|
|
2023
Q1 | $222K | Hold |
4,500
| – | – | 0.06% | 119 |
|
|
2022
Q4 | $221K | Hold |
4,500
| – | – | 0.07% | 115 |
|
|
2022
Q3 | $220K | Hold |
4,500
| – | – | 0.07% | 107 |
|
|
2022
Q2 | $221K | Hold |
4,500
| – | – | 0.07% | 105 |
|
|
2022
Q1 | $222K | Hold |
4,500
| – | – | 0.07% | 113 |
|
|
2021
Q4 | $225K | Hold |
4,500
| – | – | 0.07% | 111 |
|
|
2021
Q3 | $226K | Hold |
4,500
| – | – | 0.08% | 93 |
|
|
2021
Q2 | $225K | Buy |
+4,500
| New | +$225K | 0.08% | 86 |
|