Coulter & Justus Financial Services’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
Q4 | – | Sell |
-12,379
| Closed | -$609K | – | 47 |
|
|
2023
Q3 | $609K | Buy |
12,379
+72
| +0.6% | +$3.54K | 0.44% | 24 |
|
|
2023
Q2 | $605K | Sell |
12,307
-756
| -6% | -$37.2K | 0.41% | 25 |
|
|
2023
Q1 | $643K | Sell |
13,063
-44,411
| -77% | -$2.19M | 0.42% | 26 |
|
|
2022
Q4 | $2.82M | Sell |
57,474
-9,066
| -14% | -$444K | 1.91% | 16 |
|
|
2022
Q3 | $3.26M | Buy |
+66,540
| New | +$3.26M | 2.53% | 13 |
|