Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Sell |
20,464
-12,052
| -37% | -$596K | 0.36% | 38 |
|
|
2023
Q3 | $1.6M | Sell |
32,516
-13,315
| -29% | -$655K | 0.65% | 31 |
|
|
2023
Q2 | $2.25M | Sell |
45,831
-620
| -1% | -$30.5K | 0.93% | 29 |
|
|
2023
Q1 | $2.29M | Sell |
46,451
-69,000
| -60% | -$3.4M | 1% | 24 |
|
|
2022
Q4 | $5.66M | Buy |
115,451
+37,951
| +49% | +$1.86M | 2.61% | 11 |
|
|
2022
Q3 | $3.79M | Sell |
77,500
-129,600
| -63% | -$6.34M | 2% | 15 |
|
|
2022
Q2 | $10.2M | Buy |
207,100
+189,560
| +1,081% | +$9.33M | 5.01% | 9 |
|
|
2022
Q1 | $865K | Buy |
17,540
+350
| +2% | +$17.3K | 0.42% | 34 |
|
|
2021
Q4 | $859K | Buy |
+17,190
| New | +$859K | 0.38% | 37 |
|