Joseph Group Capital Management’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 | $1.47M | Sell |
29,568
-1,461
| -5% | -$72.9K | 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% | -$928K | 0.66% | 41 |
|
2024
Q3 | $2.63M | Buy |
52,700
+147
| +0.3% | +$7.34K | 1.01% | 30 |
|
2024
Q2 | $2.6M | Buy |
52,553
+2,297
| +5% | +$114K | 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% | +$486K | 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% | +$98.4K | 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% | +$77.5K | 1.21% | 26 |
|
2022
Q1 | $1.14M | Sell |
22,983
-7,011
| -23% | -$346K | 1.14% | 30 |
|
2021
Q4 | $1.5M | Buy |
+29,994
| New | +$1.5M | 1.44% | 23 |
|