HTG Investment Advisors’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 | $4.35M | Buy |
87,137
+10,297
| +13% | +$513K | 1.62% | 16 |
|
|
2025
Q1 | $3.83M | Buy |
76,840
+7,112
| +10% | +$355K | 1.6% | 15 |
|
|
2024
Q4 | $3.46M | Buy |
69,728
+3,501
| +5% | +$174K | 1.58% | 16 |
|
|
2024
Q3 | $3.31M | Buy |
66,227
+6,842
| +12% | +$342K | 1.56% | 15 |
|
|
2024
Q2 | $2.94M | Buy |
59,385
+8,505
| +17% | +$421K | 1.59% | 15 |
|
|
2024
Q1 | $2.52M | Buy |
50,880
+1,459
| +3% | +$72.3K | 1.46% | 16 |
|
|
2023
Q4 | $2.44M | Buy |
49,421
+9,928
| +25% | +$491K | 1.6% | 16 |
|
|
2023
Q3 | $1.94M | Buy |
39,493
+3,435
| +10% | +$169K | 1.56% | 17 |
|
|
2023
Q2 | $1.77M | Buy |
36,058
+3,030
| +9% | +$149K | 1.46% | 17 |
|
|
2023
Q1 | $1.63M | Buy |
33,028
+6,663
| +25% | +$328K | 1.48% | 17 |
|
|
2022
Q4 | $1.29M | Buy |
+26,365
| New | +$1.29M | 1.31% | 18 |
|