Cerity Partners’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 | $549K | Buy |
11,003
+5,608
| +104% | +$280K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $269K | Buy |
5,395
+567
| +12% | +$28.3K | ﹤0.01% | 2072 |
|
|
2024
Q4 | $240K | Sell |
4,828
-411
| -8% | -$20.4K | ﹤0.01% | 2150 |
|
|
2024
Q3 | $262K | Sell |
5,239
-3,216
| -38% | -$161K | ﹤0.01% | 2155 |
|
|
2024
Q2 | $419K | Buy |
8,455
+3,781
| +81% | +$187K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $232K | Hold |
4,674
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q4 | $231K | Sell |
4,674
-1,224
| -21% | -$60.5K | ﹤0.01% | 1650 |
|
|
2023
Q3 | $290K | Sell |
5,898
-1,450
| -20% | -$71.3K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $361K | Sell |
7,348
-322
| -4% | -$15.8K | ﹤0.01% | 1320 |
|
|
2023
Q1 | $378K | Sell |
7,670
-8,069
| -51% | -$397K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $771K | Buy |
+15,739
| New | +$771K | ﹤0.01% | 770 |
|