IWA
Inspirion Wealth 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 | $258K | Buy |
5,166
+62
| +1% | +$3.09K | 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 |
|