Carson Wealth (CWM LLC)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Sell
2025
Q2
$4.62M Sell
2025
Q1
$5.01M Sell
2024
Q4
$5.16M Sell
2024
Q3
$5.32M Buy
2024
Q2
$5.15M Buy
2024
Q1
$5.15M Buy
2023
Q4
$5.14M Buy
2023
Q3
$5.12M Sell
2023
Q2
$5.16M Buy
2023
Q1
$28K Buy
2022
Q4
$23K Buy
2022
Q3
$23K Sell
2022
Q2
$23K Buy