LGT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99.7K | Hold |
2,000
| – | – | 0.25% | 73 |
|
2025
Q1 | $99.7K | Hold |
2,000
| – | – | 0.3% | 71 |
|
2024
Q4 | $99.2K | Hold |
2,000
| – | – | 0.22% | 89 |
|
2024
Q3 | $99.9K | Hold |
2,000
| – | – | 0.25% | 72 |
|
2024
Q2 | $99K | Hold |
2,000
| – | – | 0.21% | 84 |
|
2024
Q1 | $99.1K | Hold |
2,000
| – | – | 0.12% | 175 |
|
2023
Q4 | $98.9K | Hold |
2,000
| – | – | 0.12% | 161 |
|
2023
Q3 | $98.4K | Buy |
+2,000
| New | +$98.4K | 0.13% | 157 |
|