EWM
Evermay Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36
| Closed | -$1.77K | – | 581 |
|
|
2023
Q2 | $1.77K | Hold |
36
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $1.77K | Hold |
36
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $1.76K | Sell |
36
-40
| -53% | -$1.96K | ﹤0.01% | 497 |
|
|
2022
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $4K | Sell |
76
-4,798
| -98% | -$253K | ﹤0.01% | 451 |
|
|
2022
Q1 | $241K | Buy |
+4,874
| New | +$241K | 0.04% | 168 |
|