Capstone Triton Financial Group’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 | $795K | Buy |
+15,939
| New | +$795K | 0.58% | 61 |
|
|
2024
Q4 | $801K | Buy |
16,134
+95
| +0.6% | +$4.71K | 0.5% | 67 |
|
|
2024
Q3 | $801K | Hold |
16,039
| – | – | 0.51% | 66 |
|
|
2024
Q2 | $794K | Sell |
16,039
-4,495
| -22% | -$223K | 0.56% | 60 |
|
|
2024
Q1 | $1.02M | Hold |
20,534
| – | – | 0.72% | 50 |
|
|
2023
Q4 | $1.02M | Sell |
20,534
-702
| -3% | -$34.7K | 0.74% | 46 |
|
|
2023
Q3 | $1.04M | Hold |
21,236
| – | – | 0.76% | 44 |
|
|
2023
Q2 | $1.04M | Hold |
21,236
| – | – | 0.72% | 52 |
|
|
2023
Q1 | $1.05M | Sell |
21,236
-1,638
| -7% | -$80.7K | 0.79% | 48 |
|
|
2022
Q4 | $1.12M | Sell |
22,874
-1,816
| -7% | -$89K | 0.9% | 41 |
|
|
2022
Q3 | $1.21M | Buy |
24,690
+1,000
| +4% | +$49K | 1.03% | 35 |
|
|
2022
Q2 | $1.17M | Hold |
23,690
| – | – | 0.88% | 41 |
|
|
2022
Q1 | $1.17M | Buy |
23,690
+1,751
| +8% | +$86.4K | 0.82% | 38 |
|
|
2021
Q4 | $1.1M | Buy |
21,939
+4,386
| +25% | +$219K | 2.21% | 8 |
|
|
2021
Q3 | $879K | Buy |
+17,553
| New | +$879K | 0.53% | 48 |
|