Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,036
| Closed | -$99.7K | – | 1242 |
|
|
2022
Q4 | $99.7K | Buy |
+2,036
| New | +$99.7K | 0.03% | 252 |
|
|
2022
Q3 | – | Sell |
-2,010
| Closed | -$99K | – | 1140 |
|
|
2022
Q2 | $99K | Buy |
+2,010
| New | +$99K | 0.03% | 265 |
|
|
2022
Q1 | – | Sell |
-2,004
| Closed | -$100K | – | 1401 |
|
|
2021
Q4 | $100K | Buy |
+2,004
| New | +$100K | 0.02% | 310 |
|