EverSource Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$906K Buy
2025
Q1
$898K Sell
2024
Q4
$1.2M Buy
2022
Q2
Sell
2022
Q1
$102K Sell
2021
Q4
$598K Buy