CIAS
CFS Investment Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
4,101
-603
| -13% | -$30K | 0.02% | 320 |
|
|
2025
Q1 | $235K | Hold |
4,704
| – | – | 0.02% | 288 |
|
|
2024
Q4 | $233K | Buy |
4,704
+261
| +6% | +$12.9K | 0.02% | 278 |
|
|
2024
Q3 | $222K | Buy |
4,443
+100
| +2% | +$5K | 0.02% | 283 |
|
|
2024
Q2 | $215K | Buy |
4,343
+115
| +3% | +$5.69K | 0.02% | 247 |
|
|
2024
Q1 | $209K | Hold |
4,228
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $209K | Buy |
+4,228
| New | +$209K | 0.04% | 147 |
|
|
2022
Q2 | – | Sell |
-1,194,991
| Closed | -$24K | – | 527 |
|
|
2022
Q1 | $24K | Buy |
1,194,991
+1,170,395
| +4,758% | +$23.5K | 0.1% | 97 |
|
|
2021
Q4 | $1.23M | Buy |
+24,596
| New | +$1.23M | 0.16% | 123 |
|