GCA
Gradient Capital Advisors’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 | $620K | Sell |
12,431
-1,385
| -10% | -$69.1K | 0.18% | 88 |
|
|
2025
Q1 | $689K | Buy |
13,816
+2,995
| +28% | +$149K | 0.22% | 78 |
|
|
2024
Q4 | $537K | Sell |
10,821
-5,156
| -32% | -$256K | 0.17% | 88 |
|
|
2024
Q3 | $798K | Buy |
15,977
+90
| +0.6% | +$4.5K | 0.26% | 70 |
|
|
2024
Q2 | $787K | Buy |
15,887
+736
| +5% | +$36.4K | 0.28% | 70 |
|
|
2024
Q1 | $751K | Sell |
15,151
-2,532
| -14% | -$125K | 0.28% | 71 |
|
|
2023
Q4 | $874K | Sell |
17,683
-1,147
| -6% | -$56.7K | 0.33% | 69 |
|
|
2023
Q3 | $926K | Sell |
18,830
-2,904
| -13% | -$143K | 0.39% | 56 |
|
|
2023
Q2 | $1.07M | Sell |
21,734
-6,953
| -24% | -$342K | 0.43% | 49 |
|
|
2023
Q1 | $1.41M | Sell |
28,687
-4,898
| -15% | -$241K | 0.6% | 38 |
|
|
2022
Q4 | $1.65M | Sell |
33,585
-8,757
| -21% | -$429K | 0.75% | 32 |
|
|
2022
Q3 | $2.07M | Sell |
42,342
-8,480
| -17% | -$415K | 0.99% | 27 |
|
|
2022
Q2 | $2.5M | Sell |
50,822
-4,062
| -7% | -$200K | 1.2% | 23 |
|
|
2022
Q1 | $2.71M | Buy |
54,884
+1,453
| +3% | +$71.8K | 1.15% | 23 |
|
|
2021
Q4 | $2.67M | Buy |
53,431
+14,209
| +36% | +$710K | 1.11% | 24 |
|
|
2021
Q3 | $1.97M | Buy |
39,222
+28,807
| +277% | +$1.44M | 0.9% | 29 |
|
|
2021
Q2 | $522K | Buy |
+10,415
| New | +$522K | 0.24% | 73 |
|