Investment Advisory Group’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
Q1 | – | Sell |
-4,233
| Closed | -$210K | – | 173 |
|
2024
Q4 | $210K | Buy |
4,233
+8
| +0.2% | +$397 | 0.07% | 159 |
|
2024
Q3 | $211K | Buy |
4,225
+7
| +0.2% | +$350 | 0.07% | 162 |
|
2024
Q2 | $209K | Hold |
4,218
| – | – | 0.08% | 155 |
|
2024
Q1 | $209K | Hold |
4,218
| – | – | 0.09% | 151 |
|
2023
Q4 | $209K | Hold |
4,218
| – | – | 0.1% | 141 |
|
2023
Q3 | $207K | Hold |
4,218
| – | – | 0.11% | 135 |
|
2023
Q2 | $207K | Hold |
4,218
| – | – | 0.11% | 134 |
|
2023
Q1 | $208K | Hold |
4,218
| – | – | 0.12% | 129 |
|
2022
Q4 | $207K | Hold |
4,218
| – | – | 0.13% | 130 |
|
2022
Q3 | $206K | Buy |
+4,218
| New | +$206K | 0.14% | 119 |
|