Joseph Group Capital Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	22,825 +3,057	+15%	+$152K	0.28%	49
2025 Q4	$985K	Sell	19,768 -6,039	-23%	-$301K	0.26%	50
2025 Q3	$1.29M	Sell	25,807 -3,761	-13%	-$187K	0.36%	48
2025 Q2	$1.47M	Sell	29,568 -1,461	-5%	-$72.6K	0.5%	45
2025 Q1	$1.55M	Sell	31,029 -2,969	-9%	-$148K	0.59%	42
2024 Q4	$1.69M	Sell	33,998 -18,702	-35%	-$930K	0.66%	41
2024 Q3	$2.63M	Buy	52,700 +147	+0.3%	+$7.3K	1.01%	30
2024 Q2	$2.6M	Buy	52,553 +2,297	+5%	+$113K	1.35%	23
2024 Q1	$2.49M	Buy	50,256 +5,291	+12%	+$262K	1.25%	23
2023 Q4	$2.22M	Buy	44,965 +9,821	+28%	+$483K	1.29%	18
2023 Q3	$1.73M	Buy	35,144 +6,159	+21%	+$303K	1.24%	23
2023 Q2	$1.42M	Buy	28,985 +2,555	+10%	+$126K	1.2%	24
2023 Q1	$1.3M	Buy	26,430 +1,998	+8%	+$98.1K	1.14%	25
2022 Q4	$1.2M	Sell	24,432 -2,813	-10%	-$138K	1.14%	27
2022 Q3	$1.33M	Buy	27,245 +2,687	+11%	+$132K	1.46%	21
2022 Q2	$1.21M	Buy	24,558 +1,575	+7%	+$77.6K	1.21%	26
2022 Q1	$1.14M	Sell	22,983 -7,011	-23%	-$348K	1.14%	30
2021 Q4	$1.5M	Buy	+29,994	New	+$1.5M	1.44%	23