Laidlaw Wealth 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
Q1 | – | Sell |
-13,559
| Closed | -$673K | – | 165 |
|
2024
Q4 | $673K | Sell |
13,559
-208
| -2% | -$10.3K | 0.29% | 83 |
|
2024
Q3 | $688K | Buy |
13,767
+742
| +6% | +$37.1K | 0.34% | 82 |
|
2024
Q2 | $645K | Buy |
13,025
+290
| +2% | +$14.4K | 0.35% | 76 |
|
2024
Q1 | $631K | Buy |
12,735
+1,230
| +11% | +$60.9K | 0.35% | 87 |
|
2023
Q4 | $569K | Buy |
11,505
+7
| +0.1% | +$346 | 0.21% | 115 |
|
2023
Q3 | $566K | Buy |
+11,498
| New | +$566K | 0.19% | 129 |
|