Convergence Financial’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 | $909K | Sell |
18,233
-25,100
| -58% | -$1.25M | 0.16% | 82 |
|
2025
Q1 | $2.16M | Buy |
43,333
+21,574
| +99% | +$1.08M | 0.42% | 39 |
|
2024
Q4 | $1.08M | Buy |
+21,759
| New | +$1.08M | 0.22% | 56 |
|
2024
Q2 | – | Sell |
-15,020
| Closed | -$744K | – | 151 |
|
2024
Q1 | $744K | Buy |
15,020
+6,655
| +80% | +$330K | 0.31% | 24 |
|
2023
Q4 | $414K | Sell |
8,365
-18,518
| -69% | -$916K | 0.18% | 27 |
|
2023
Q3 | $1.32M | Buy |
+26,883
| New | +$1.32M | 0.79% | 14 |
|