Life Planning Partners’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 | $697K | Sell |
13,976
-385
| -3% | -$19.2K | 0.55% | 36 |
|
|
2025
Q1 | $716K | Sell |
14,361
-322
| -2% | -$16.1K | 0.65% | 33 |
|
|
2024
Q4 | $729K | Sell |
14,683
-401
| -3% | -$19.9K | 0.67% | 33 |
|
|
2024
Q3 | $753K | Sell |
15,084
-772
| -5% | -$38.6K | 0.67% | 33 |
|
|
2024
Q2 | $785K | Sell |
15,856
-111
| -0.7% | -$5.5K | 0.71% | 28 |
|
|
2024
Q1 | $791K | Sell |
15,967
-200
| -1% | -$9.91K | 0.79% | 27 |
|
|
2023
Q4 | $799K | Buy |
+16,167
| New | +$799K | 0.79% | 27 |
|
|
2022
Q3 | $575K | Sell |
11,755
-140
| -1% | -$6.85K | 0.66% | 32 |
|
|
2022
Q2 | $585K | Buy |
11,895
+581
| +5% | +$28.6K | 0.66% | 33 |
|
|
2022
Q1 | $557K | Sell |
11,314
-4,288
| -27% | -$211K | 0.57% | 34 |
|
|
2021
Q4 | $779K | Buy |
+15,602
| New | +$779K | 0.78% | 29 |
|