Fairview Capital Investment Management’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
Q1
Sell
-4,650
Closed -$231K 165
2024
Q4
$231K Sell
4,650
-1,000
-18% -$49.6K 0.01% 155
2024
Q3
$282K Hold
5,650
0.02% 135
2024
Q2
$280K Hold
5,650
0.02% 128
2024
Q1
$280K Sell
5,650
-2,550
-31% -$126K 0.02% 136
2023
Q4
$405K Hold
8,200
0.02% 118
2023
Q3
$403K Sell
8,200
-500
-6% -$24.6K 0.03% 116
2023
Q2
$428K Sell
8,700
-125
-1% -$6.15K 0.03% 113
2023
Q1
$435K Buy
8,825
+4,625
+110% +$228K 0.03% 111
2022
Q4
$206K Buy
+4,200
New +$206K 0.01% 135