Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,500
| Closed | -$372K | – | 357 |
|
|
2024
Q1 | $372K | Buy |
+7,500
| New | +$372K | 0.02% | 245 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$222K | – | 316 |
|
|
2022
Q1 | $222K | Sell |
4,500
-2,500
| -36% | -$123K | 0.02% | 290 |
|
|
2021
Q4 | $350K | Hold |
7,000
| – | – | 0.02% | 240 |
|
|
2021
Q3 | $351K | Sell |
7,000
-1,000
| -13% | -$50.1K | 0.03% | 231 |
|
|
2021
Q2 | $401K | Buy |
+8,000
| New | +$401K | 0.03% | 202 |
|