CGC Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CGC Financial Services’s Portfolio VUSB Stock Details VUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$804K	Buy	16,161 +637	+4%	+$31.7K	0.18%	27
2026 Q1	$773K	Sell	15,524 -1,013	-6%	-$50.5K	0.22%	22
2025 Q4	$824K	Sell	16,537 -1,680	-9%	-$83.8K	0.22%	25
2025 Q3	$911K	Sell	18,217 -1,827	-9%	-$91K	0.25%	22
2025 Q2	$1,000K	Buy	20,044 +2,223	+12%	+$110K	0.34%	18
2025 Q1	$888K	Sell	17,821 -1,278	-7%	-$63.6K	0.35%	16
2024 Q4	$948K	Sell	19,099 -236	-1%	-$11.7K	0.38%	17
2024 Q3	$966K	Sell	19,335 -758	-4%	-$37.7K	0.39%	16
2024 Q2	$995K	Buy	20,093 +1,189	+6%	+$58.7K	0.43%	15
2024 Q1	$937K	Sell	18,904 -584	-3%	-$28.9K	0.49%	14
2023 Q4	$964K	Sell	19,488 -882	-4%	-$43.4K	0.44%	19
2023 Q3	$1M	Sell	20,370 -6,746	-25%	-$331K	0.7%	11
2023 Q2	$1.33M	Buy	+27,116	New	+$1.33M	0.87%	10

Other funds holding VUSB

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return