Inspirion Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Inspirion Wealth Advisors’s Portfolio VUSB Stock Details VUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	5,396 +56	+1%	+$2.78K	0.03%	149
2026 Q1	$266K	Buy	5,340 +37	+0.7%	+$1.84K	0.03%	138
2025 Q4	$264K	Buy	5,303 +303	+6%	+$15.1K	0.03%	144
2025 Q3	$250K	Sell	5,000 -166	-3%	-$8.27K	0.03%	131
2025 Q2	$258K	Buy	5,166 +62	+1%	+$3.08K	0.03%	135
2025 Q1	$254K	Buy	5,104 +41	+0.8%	+$2.04K	0.04%	131
2024 Q4	$251K	Buy	5,063 +63	+1%	+$3.13K	0.04%	129
2024 Q3	$250K	Hold	5,000	–	–	0.03%	132
2024 Q2	$248K	Hold	5,000	–	–	0.04%	131
2024 Q1	$248K	Hold	5,000	–	–	0.04%	129
2023 Q4	$247K	Hold	5,000	–	–	0.04%	123
2023 Q3	$246K	Hold	5,000	–	–	0.05%	120
2023 Q2	$246K	Hold	5,000	–	–	0.05%	122
2023 Q1	$246K	Hold	5,000	–	–	0.05%	119
2022 Q4	$245K	Buy	+5,000	New	+$245K	0.05%	111

Other funds holding VUSB

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM