FWM
Fonville 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
427,592
+45,558
| +12% | +$2.27M | 5.4% | 3 |
|
|
2025
Q1 | $19M | Buy |
382,034
+39,619
| +12% | +$1.98M | 5.61% | 3 |
|
|
2024
Q4 | $17M | Buy |
342,415
+53,167
| +18% | +$2.64M | 5.61% | 3 |
|
|
2024
Q3 | $14.4M | Buy |
289,248
+24,490
| +9% | +$1.22M | 4.99% | 3 |
|
|
2024
Q2 | $13.1M | Buy |
264,758
+63,149
| +31% | +$3.13M | 5.2% | 3 |
|
|
2024
Q1 | $9.99M | Buy |
201,609
+30,694
| +18% | +$1.52M | 4.43% | 3 |
|
|
2023
Q4 | $8.45M | Buy |
+170,915
| New | +$8.45M | 4.48% | 3 |
|