GWM
Global 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 | $28.4M | Sell |
570,979
-23,124
| -4% | -$1.15M | 15.57% | 1 |
|
|
2025
Q1 | $29.6M | Buy |
594,103
+323,979
| +120% | +$16.2M | 17.09% | 1 |
|
|
2024
Q4 | $13.4M | Sell |
270,124
-19,339
| -7% | -$960K | 8.56% | 5 |
|
|
2024
Q3 | $14.5M | Buy |
+289,463
| New | +$14.5M | 9.78% | 5 |
|