LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,898
| Closed | -$1.37M | – | 967 |
|
|
2023
Q1 | $1.37M | Sell |
27,898
-4,600
| -14% | -$227K | 0.08% | 259 |
|
|
2022
Q4 | $1.59M | Buy |
32,498
+871
| +3% | +$42.7K | 0.1% | 219 |
|
|
2022
Q3 | $1.55M | Sell |
31,627
-2,367
| -7% | -$116K | 0.11% | 191 |
|
|
2022
Q2 | $1.67M | Buy |
33,994
+2,812
| +9% | +$138K | 0.11% | 181 |
|
|
2022
Q1 | $1.54M | Buy |
31,182
+4,843
| +18% | +$239K | 0.09% | 216 |
|
|
2021
Q4 | $1.32M | Buy |
26,339
+1,539
| +6% | +$76.9K | 0.07% | 248 |
|
|
2021
Q3 | $1.24M | Buy |
+24,800
| New | +$1.24M | 0.08% | 243 |
|