HWM
HB 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 | $1.24M | Sell |
24,888
-136
| -0.5% | -$6.78K | 0.01% | 466 |
|
|
2025
Q1 | $1.25M | Sell |
25,024
-14,725
| -37% | -$734K | 0.01% | 482 |
|
|
2024
Q4 | $1.97M | Buy |
39,749
+5,472
| +16% | +$272K | 0.02% | 283 |
|
|
2024
Q3 | $1.71M | Sell |
34,277
-84,292
| -71% | -$4.21M | 0.02% | 299 |
|
|
2024
Q2 | $5.87M | Sell |
118,569
-53,035
| -31% | -$2.63M | 0.07% | 134 |
|
|
2024
Q1 | $8.5M | Buy |
171,604
+21,476
| +14% | +$1.06M | 0.11% | 100 |
|
|
2023
Q4 | $7.42M | Sell |
150,128
-64,285
| -30% | -$3.18M | 0.11% | 102 |
|
|
2023
Q3 | $10.5M | Buy |
214,413
+46,627
| +28% | +$2.29M | 0.17% | 65 |
|
|
2023
Q2 | $8.25M | Sell |
167,786
-13,248
| -7% | -$651K | 0.13% | 82 |
|
|
2023
Q1 | $8.91M | Sell |
181,034
-135,297
| -43% | -$6.66M | 0.15% | 71 |
|
|
2022
Q4 | $15.5M | Buy |
316,331
+96,451
| +44% | +$4.73M | 0.28% | 45 |
|
|
2022
Q3 | $10.8M | Buy |
+219,880
| New | +$10.8M | 0.23% | 48 |
|