Integrated Wealth Concepts’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 | $3.32M | Sell |
66,545
-3,958
| -6% | -$197K | 0.03% | 459 |
|
|
2025
Q1 | $3.51M | Buy |
70,503
+1,071
| +2% | +$53.4K | 0.04% | 404 |
|
|
2024
Q4 | $3.45M | Sell |
69,432
-911
| -1% | -$45.2K | 0.04% | 384 |
|
|
2024
Q3 | $3.51M | Buy |
70,343
+1,044
| +2% | +$52.1K | 0.04% | 370 |
|
|
2024
Q2 | $3.43M | Sell |
69,299
-25
| -0% | -$1.24K | 0.05% | 351 |
|
|
2024
Q1 | $3.44M | Buy |
69,324
+46,777
| +207% | +$2.32M | 0.05% | 354 |
|
|
2023
Q4 | $1.11M | Buy |
+22,547
| New | +$1.11M | 0.02% | 685 |
|