Geneos Wealth 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
Q2
$1.65K Sell
33
-33
-50% -$1.65K ﹤0.01% 2861
2025
Q1
$3.29K Buy
66
+33
+100% +$1.65K ﹤0.01% 2863
2024
Q4
$1.64K Hold
33
﹤0.01% 2663
2024
Q3
$1.65K Hold
33
﹤0.01% 2338
2024
Q2
$1.63K Hold
33
﹤0.01% 1918
2024
Q1
$1.64K Hold
33
﹤0.01% 1927
2023
Q4
$1.63K Sell
33
-525
-94% -$26K ﹤0.01% 1952
2023
Q3
$27.4K Hold
558
﹤0.01% 1268
2023
Q2
$27.4K Hold
558
﹤0.01% 1270
2023
Q1
$27.5K Hold
558
﹤0.01% 1250
2022
Q4
$27.3K Hold
558
﹤0.01% 1245
2022
Q3
$27K Hold
558
﹤0.01% 1238
2022
Q2
$27K Hold
558
﹤0.01% 1555
2022
Q1
$27K Buy
+558
New +$27K ﹤0.01% 1663